AdvizorPro

Apex Capital Management, L.l.c.

Apex Capital Management, L.l.c.. CRD 117059

A

CRD: 117059

Apex Capital Management, L.l.c.

Lafayette, LA, 70503
3378950800
www.apexcapitalmanagement.com
$225.2M Total AUM
$225.2M Disc. AUM
10.1% 3Y CAGR
7 Employees
357 ADV. Clients
23 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
Catalyst vital
Established Date
11-14-2002
Office Locations
3

Office Locations

2901 Johnston St., Suite 401 Lafayette LA
910 S. Acadian Thruway Baton Rouge LA
-- Youngsville LA

About Apex Capital Management, L.l.c.

Apex Capital Management, L.L.C. is a fee-only financial planning and investment advisory firm serving individuals and families with goals-based planning across retirement, insurance, tax and estate considerations. Portfolios are built and monitored with a heavy use of ETFs alongside cash and bond allocations. An affiliated firm, Morella & Morella, LLC, provides accounting and tax services, enabling integrated planning and implementation (SEI custodian).

Team overview

-- AVG AGE
$112.6M AVG AUM / ADVISOR
$630.8K AVG AUM / CLIENT
12.3 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

Insights

Request access to benchmark trends tied to delta frontier.
Upgrade to reveal position-level detail across eagle capital.
Request access to benchmark trends tied to bridge radial.
Premium access reveals conviction themes in zenith element vector.
Upgrade to reveal position-level detail across fusion legacy.
Full visibility includes strategy notes for value wave.
Upgrade to reveal position-level detail across north vertex.
See the complete signal summary connected to summit.

Asset Classes

Horizon Prime oak Pioneer oak Bridge zenith

Client Personas

Momentum bridge Ember

Custodian

Signal catalyst

Investment Themes

Element Unison Element fusion

Investment Vehicles

Ridge

Services

Unison Signal catalyst Pathway Beacon Value focus Summit Optima Foundation Oak Vital Prime momentum

Technology

Value capital

Owner & Executives

R

ROBERT JAMES MORELLA

Chief Compliance Officer, Managing Member

CRD
#4473330
Ownership
75% or more
(286) 228-1982
matrix.horizon@insightcapital.com
in linkedin.com/in/vertex-harbor
S

Stephen James Morella

Financial Advisor, General Partner

CRD
#7785093
Ownership
25% but less than 50%
(376) 304-1054
insight.wave@foundationcapital.com
in linkedin.com/in/ridge-oak

Showing 2 of 2 owners & executives

Unlock all

Contacts

C

CHARLES JAMES DUCHAMP

Investment Advisor Representative

CRD
#4609290
(709) 579-7905
vital.ember@capitalcapital.com
in linkedin.com/in/insight-glacier
J

JO ELLEN KEARNY

Investment Advisor

CRD
#4081284
(957) 821-5324
pathway.signal@catalystcapital.com
in linkedin.com/in/harbor-unison

Showing 2 of 4 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-15-2022
03-28-2023
06-05-2024
09-22-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $225,190,934 $368,561
Non-Discretionary $0 --
Total $225,190,934 $368,561

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $225,190,934

$225.2M Total SMA
Public Funds:
21.8%
Cash:
5.4%
Equity - Exchange:
23.3%
Corporate - Investment Grade:
22.3%
Municipal Bonds:
7.8%
U.S. Government/Agency:
19.4%
Asset class Assets Assets %
Public Funds $1,053,386,199 21.8%
Cash $260,930,526 5.4%
Equity - Exchange $1,125,866,901 23.3%
Corporate - Investment Grade $1,077,546,433 22.3%
Municipal Bonds $376,899,649 7.8%
U.S. Government/Agency $937,417,076 19.4%
Total $4,832,046,784 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform