Firm profile

APEIRON

DALLAS, TXCRD 289273Latest ADV April 8, 2026

Apeiron is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 8, 2026, reports $852M in regulatory assets under management, 17 employees, 2 offices, and 2,387 accounts.

Assets Under Management
$852M
Employees
17
Offices
2 offices
Total Clients
1,184
Primary office
DALLAS, TX
10000 NORTH CENTRAL EXPRESSWAY, SUITE 700, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames M. Marsden

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
652
2
HNWI
44.4%
526
3
Pension Plans
0.5%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$852Mas of April 8, 2026
Discretionary94.7%
$807M
95% of total RAUM94.7%
Non-discretionary5.3%
$45M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$852M
Total Accounts2,387
10Y AUM Change+$852M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee70:1
10Y Employee Change+9 (+112.5%)

* 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.