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APEX FINANCIAL ADVISORS, INC

YARDLEY, PA · CRD 155210 · IAPD ↗ · 215-493-1900

$505.1MRegulatory AUM
2Advisory reps
10Employees
0Clients
101-250Planning clients
8Private funds
0States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — APEX FINANCIAL ADVISORS, INC (YARDLEY, PA) left the SEC roster (was $505.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
October 2024 — APEX FINANCIAL ADVISORS, INC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — APEX FINANCIAL ADVISORS, INC crossed $500M in regulatory AUM ($470.9M -> $537.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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