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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2017
- Office Locations
- 2
Office Locations
About Apeiron
Apeiron Planning is a Dallas-based RIA serving households nationwide with goals-based financial planning and discretionary portfolio management. Offers budgeting/account aggregation, 401(k) and benefits reviews, retirement and tax minimization planning, and legacy/charitable strategies coordinated with CPAs and estate attorneys. Builds low-cost, diversified portfolios using ETFs and funds, custodying primarily at Schwab and SEI.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JAMES MICHAEL MARSDEN
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #5507490
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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PHILIP BENSON ATHEY
Managing Partner
- CRD
- #4726438
Katie Renee BOSLER
Client Service Specialist
- CRD
- #6254350
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $807,000,000 | $338,933 |
| Non-Discretionary | $45,000,000 | $7,500,000 |
| Total | $852,000,000 | $356,933 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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