Apex Capital Management, LLC

Apex Capital Management, LLC (CRD# 117059) is a financial advisory firm headquartered in Lafayette, LA. They manage $59,621,192 in 204 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $292,261
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Apex Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles J. Duchamp
CRD#: 4609290
Youngsville, LA
93
Wealthminder
score

Charles Duchamp (CRD# 4609290) is an Investment Advisor Representative working at Apex Capital Management, LLC in Youngsville, LA and has over 14 years of experience in the finance industry.

2
Robert J. Morella
CRD#: 4473330
701 Robley Drive Ste. 200, Lafayette, LA 70503
93
Wealthminder
score

Robert Morella (CRD# 4473330) is an Investment Advisor Representative working at Apex Capital Management, LLC in Lafayette, LA and has over 16 years of experience in the finance industry.

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