← Tributary

APEX CAPITAL MANAGEMENT, L.L.C.

LAFAYETTE, LA · CRD 117059 · IAPD ↗ · 337-895-0800

$225.2MRegulatory AUM
2Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — APEX CAPITAL MANAGEMENT, L.L.C. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2025 — APEX CAPITAL MANAGEMENT, L.L.C. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.