# 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.

- CRD: 289273
- Filed as: APEIRON
- 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)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289273
- AdvisorCensus page: https://advisorcensus.com/firm/apeiron-dallas-tx-289273

## Quick answers

**How 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).

**How much does Apeiron charge?**
Its Form ADV Part 2A brochure dated May 26, 2026 states: Hourly rate: up to $500 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Account minimum: None

> Our firm does not have a minimum account opening balance.

> Apeiron RIA does not require a minimum account balance.

- Hourly rate: up to $500 an hour

> The maximum hourly fee for these services is up to $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $852,000,000
- Discretionary: $807,000,000
- Non-discretionary: $45,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 652 | $218,000,000 |
| High net worth individuals | 526 | $589,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $45,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 17 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, LA, NE, NM, OK, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Richardson, TX
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- apeironplanning.com
- Facebook @apeironplanning
- LinkedIn @apeiron-planning-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $364,000,000 | 14 | September 13, 2021 |
| October 2022 | $605,000,000 | 14 | September 22, 2022 |
| October 2023 | $643,000,000 | 14 | March 16, 2023 |
| October 2024 | $695,000,000 | 15 | March 18, 2024 |
| October 2025 | $730,000,000 | 16 | March 21, 2025 |
| October 2026 | $852,000,000 | 17 | May 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $730,000,000 to $852,000,000 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apeiron (CRD 289273): Form ADV filing data as of October 2026.