Data / Investment advisers / Louisiana / Apex Capital Management, L.L.C.
Apex Capital Management, L.L.C., Lafayette, LA: $225 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Apex Capital Management, L.L.C. is an SEC registered investment adviser with its main office in Lafayette, Louisiana and reports $225 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Apex Capital Management, L.L.C. (CRD number 117059): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117059
- SEC file number
- 801-126097
- SEC status
- Approved, effective July 15, 2022
- Main office
- 2901 Johnston St., Suite 401, Lafayette, LA 70503
- Phone
- (337) 895-0800
- Regulatory AUM
- $225,190,934 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $225,190,934
- Accounts
- 611
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 116 | $154.2 million |
| Individuals (other than high net worth individuals) | 216 | $46.1 million |
| Corporations or other businesses | 20 | $15.9 million |
| Pension and profit sharing plans | 5 | $8.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $225.2 million | March 20, 2026 |
| December 1, 2025 | $216.6 million | September 22, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Asempa Wealth Advisors | Baton Rouge | $246 million | Not listed | adviserinfo.sec.gov |
| Maven Royalty Management, LLC | Shreveport | $241.4 million | 2 | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | Not listed | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | $237.7 million | Not listed | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | $227 million | Not listed | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 1 | adviserinfo.sec.gov |
| Regatta Research & Money Management L.L.C. | Metairie | $211.5 million | Not listed | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | $210.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Apex Capital Management, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.