Apex Capital Management, LLC

Apex Capital Management, LLC (CRD# 117059) is a financial advisory firm headquartered in Lafayette, LA. They manage $205,145,366 in 476 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
701 Robley Dr., Suite 200, Lafayette, LA 70503
http://www.apexcapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $430,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Apex Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles Duchamp, financial advisor Youngsville LA
Charles J. Duchamp
CRD#: 4609290
Youngsville, LA

Charles Duchamp (CRD# 4609290) is an Investment Advisor Representative working at Apex Capital Management, LLC in Youngsville, LA and has over 22 years of experience in the finance industry.

2
Jo Ellen Kearny, financial advisor Baton Rouge LA
Jo Ellen Kearny
CRD#: 4081284
910 S. Acadian Thruway, Baton Rouge, LA 70806

Jo Ellen Kearny (CRD# 4081284) is an Investment Advisor Representative working at Apex Capital Management, LLC in Baton Rouge, LA and has over 24 years of experience in the finance industry.

3
Robert Morella, financial advisor Lafayette LA
Robert J. Morella
CRD#: 4473330
701 Robley Drive Ste. 200, Lafayette, LA 70503

Robert Morella (CRD# 4473330) is an Investment Advisor Representative working at Apex Capital Management, LLC in Lafayette, LA and has over 24 years of experience in the finance industry.

4
Stephen Morella, financial advisor Lafayette LA
Stephen J. Morella
CRD#: 7785093
701 Robley Dr., Suite 200, Lafayette, LA 70503

Stephen Morella (CRD# 7785093) is an Investment Advisor Representative working at Apex Capital Management, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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