# Apex Investment Group

> Apex Investment Group is an SEC-registered investment advisory firm in Hudson, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 333593
- Filed as: APEX INVESTMENT GROUP
- Legal name: Apex Investment Group, LLC
- Also doing business as: BARRELL INVESTMENT GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hudson, MA
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333593
- AdvisorCensus page: https://advisorcensus.com/firm/apex-investment-group-hudson-ma-333593

## Quick answers

**How is Apex Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Apex Investment Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Apex Investment Group located?**
Apex Investment Group's principal office is in Hudson, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Apex Investment Group registered with the SEC or a state?**
Apex Investment Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333593.

**How much does Apex Investment Group manage?**
Apex Investment Group reports $211,108,269 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (97% discretionary).

**How have Apex Investment Group's assets and staff changed since 2025?**
In the Form ADV data for Apex Investment Group: Regulatory assets under management: $101,572,089 in the October 2025 data and $211,108,269 in the October 2026 data, up 108%. Total employees: 2 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Apex Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (463); high net worth individuals (56); corporations or other businesses not listed above (7).

**Which custodians does Apex Investment Group use?**
Apex Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Apex Investment Group 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/333593

**What changed in Apex Investment Group's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $211,108,269
- Discretionary: $205,375,671
- Non-discretionary: $5,732,598

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 463 | $104,454,559 |
| High net worth individuals | 56 | $99,249,497 |
| Charitable organizations | Fewer than 5 | $4,185,898 |
| Corporations or other businesses not listed above | 7 | $3,218,315 |

### 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: 2024 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CT, FL, LA, MA, ME, NC, NH, NV, NY, PA, RI, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Needham, MA

### Websites listed on Form ADV (Item 1.I)
- apexinvest.org
- LinkedIn @apex-investment-group-llc
- LinkedIn @joseph-bakaysa-07a1258
- LinkedIn @pedrosilvafinancialadvisor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $101,572,089 | 2 | March 27, 2025 |
| October 2026 | $211,108,269 | 6 | June 23, 2026 |

Regulatory assets under management: $101,572,089 in the October 2025 data and $211,108,269 in the October 2026 data, up 108%.
Total employees: 2 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- No longer lists an office in Georges Mills, NH.

### December 2025
- Regulatory assets under management went from $101,572,089 to $194,556,355 (+92%).
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in AZ, NV, PA, VA.

### November 2025
- Added the business name Barrell Investment Group.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apex Investment Group (CRD 333593): Form ADV filing data as of October 2026.