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).
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Total Assets Under Management205MILLION
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Total Number of Accounts476ACCOUNTS
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Average Account Value$430,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
LA, TX
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.
Jo Ellen Kearny (CRD# 4081284) 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.
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.
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.