AdvisorCensus / Financial advisors / Texas / Dallas / Apeiron
Apeiron is an SEC-registered investment advisory firm in Dallas, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.
Quick answers
From the filingHow is Apeiron compensated?
On its Form ADV (Item 5.E, October 2026), Apeiron reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Apeiron located?
Apeiron's principal office is in Dallas, TX, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Apeiron registered with the SEC or a state?
Apeiron is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289273.
How much does Apeiron manage?
Apeiron reports $852,000,000 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (95% discretionary).
How have Apeiron's assets and staff changed since 2021?
In the Form ADV data for Apeiron: Regulatory assets under management: $364,000,000 in the October 2021 data and $852,000,000 in the October 2026 data, up 134%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Apeiron serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (652); high net worth individuals (526); pension and profit sharing plans (but not the plan participants or government pension plans) (6).
Which custodians does Apeiron use?
Apeiron's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Apeiron report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289273
Does Apeiron state an account minimum?
Its Form ADV Part 2A brochure dated May 26, 2026 says: "Our firm does not have a minimum account opening balance." "Apeiron RIA does not require a minimum account balance."
What changed in Apeiron's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $730,000,000 to $852,000,000 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Our firm does not have a minimum account opening balance.
Apeiron RIA does not require a minimum account balance.
As stated in the firm's Form ADV Part 2A brochure dated May 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$852,000,000 as of October 2026, filing dated May 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Apeiron RIA LLC
- Also doing business as
- APEIRON PLANNING PARTNERS, ATLAS WEALTH ADVISORS, GIBSON WEALTH MANAGEMENT, THREE OAKS ADVISORY GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 17. Performing investment advisory functions: 11.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the June 2026 filing
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $852,000,000 | 17 | May 26, 2026 |
| October 2025 | $730,000,000 | 16 | March 21, 2025 |
| October 2024 | $695,000,000 | 15 | March 18, 2024 |
| October 2023 | $643,000,000 | 14 | March 16, 2023 |
| October 2022 | $605,000,000 | 14 | September 22, 2022 |
| October 2021 | $364,000,000 | 14 | September 13, 2021 |
Regulatory assets under management: $364,000,000 in the October 2021 data and $852,000,000 in the October 2026 data, up 134%.
Total employees: 14 in October 2021 and 17 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $730,000,000 to $852,000,000 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Apeiron (CRD 289273): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/apeiron-dallas-tx-289273