APEX CAPITAL MANAGEMENT, L.L.C. is a Lafayette, Louisiana based financial advisory firm with nearly $170,131,115 in assets under management and provides investment advisory services for 432 clients. There are currently 11 financial advisors at the firm.
General Information |
| Firm CRD#: | 117059 | |
| SEC#: | 801-126097 | |
| Assets under Management: | $170,131,115 | |
| No. of Clients: | 432 | |
| No. of Advisors: | 11 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BEAM WEALTH ADVISORS, INC. | 109867 | 801-60334 | 2608 | 18 | $499,240,343 |
| MONTZ HARCUS WEALTH MANAGEMENT | 301963 | 801-115292 | 1102 | 7 | $450,600,120 |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | 301715 | 801-115250 | 1065 | 3 | $441,776,459 |
| LEES MONSOUR GROUP | 318023 | 801-123403 | 871 | 4 | $481,690,844 |
| FREEGULLIVER, LLC | 117040 | 801-65870 | 766 | 17 | $465,250,043 |
| EAGLE CAPITAL MANAGEMENT, LLC | 110177 | 801-57207 | 760 | 3 | $375,000,000 |
| DENT WEALTH ADVISORS | 151943 | 801-70786 | 759 | 4 | $386,621,299 |
| BCM ADVISORS, LLC | 107946 | 801-56006 | 512 | 8 | $515,245,865 |
| DELTA FINANCIAL ADVISORS, L.L.C. | 122092 | 801-61891 | 456 | 4 | $339,033,824 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 166749 | 801-77795 | 419 | 4 | $344,954,780 |
| HACKETT ROBERTSON TOBE GROUP | 304638 | 801-117295 | 101 | 3 | $538,000,000 |
| EQUITAS CAPITAL ADVISORS,LLC | 124471 | 801-61979 | 70 | 10 | $392,963,144 |
| WALTER C. FLOWER & CO., INC | 110775 | 801-14116 | 38 | 3 | $380,907,057 |
| ARGENT RETIREMENT PLAN ADVISORS, LLC | 165031 | 801-78568 | 15 | 5 | $393,789,677 |
| BLACK BAY ENERGY CAPITAL, LLC | 284945 | 801-113036 | 5 | 8 | $534,524,143 |