# Apex Capital Management, L.L.C.

> Apex Capital Management, L.L.C. is an SEC-registered investment advisory firm in Lafayette, LA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 117059
- Filed as: APEX CAPITAL MANAGEMENT, L.L.C.
- Also doing business as: KEARNY FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lafayette, LA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117059
- AdvisorCensus page: https://advisorcensus.com/firm/apex-capital-management-l-l-c-lafayette-la-117059

## Quick answers

**How is Apex Capital Management, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Apex Capital Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Apex Capital Management, L.L.C. located?**
Apex Capital Management, L.L.C.'s principal office is in Lafayette, LA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Apex Capital Management, L.L.C. registered with the SEC or a state?**
Apex Capital Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 117059.

**How much does Apex Capital Management, L.L.C. manage?**
Apex Capital Management, L.L.C. reports $225,190,934 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Apex Capital Management, L.L.C.'s assets and staff changed since 2022?**
In the Form ADV data for Apex Capital Management, L.L.C.: Regulatory assets under management: $157,244,590 in the October 2022 data and $225,190,934 in the October 2026 data, up 43%. Total employees: 11 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Apex Capital Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (116); corporations or other businesses not listed above (20).

**Which custodians does Apex Capital Management, L.L.C. use?**
Apex Capital Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Apex Capital Management, L.L.C. 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/117059

**Does Apex Capital Management, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "We do not require any minimum investment amount or conditions to establish a managed account."

**What changed in Apex Capital Management, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 2.

## 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 March 20, 2026)

- Account minimum: None

> We do not require any minimum investment amount or conditions to establish a managed account.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $225,190,934
- Discretionary: $225,190,934
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $46,138,741 |
| High net worth individuals | 116 | $154,249,495 |
| 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) | 5 | $8,881,229 |
| 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 | 20 | $15,921,469 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Baton Rouge, LA

### Websites listed on Form ADV (Item 1.I)
- apexcapitalmanagement.com
- Facebook @apexcapitalmanagementllc
- Instagram @apexcapitalmanagementllc
- LinkedIn @apex-capital-management-llc-1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $157,244,590 | 11 | June 15, 2022 |
| October 2023 | $170,131,115 | 11 | March 28, 2023 |
| October 2024 | $205,145,366 | 12 | June 5, 2024 |
| October 2025 | $216,629,987 | 12 | March 14, 2025 |
| October 2026 | $225,190,934 | 7 | September 29, 2026 |

Regulatory assets under management: $157,244,590 in the October 2022 data and $225,190,934 in the October 2026 data, up 43%.
Total employees: 11 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apex Capital Management, L.L.C. (CRD 117059): Form ADV filing data as of October 2026.