Apex Capital Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lafayette, LA. Its latest Form ADV filing, dated March 20, 2026, reports $225M in regulatory assets under management, 7 employees, 2 offices, and 611 accounts.
Assets Under Management
$225M
Employees
7
Offices
2 offices
Total Clients
357
Primary office
LAFAYETTE, LA
2901 JOHNSTON ST., SUITE 401, LAFAYETTE, LA, United States
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
216
2
HNWI
32.5%
116
3
Corporations
5.6%
20
4
Pension Plans
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 20, 2026
Discretionary100.0%
$225M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$225M
Total Accounts611
10Y AUM Change+$68M (+43.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee51:1
10Y Employee Change-4 (-36.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.