Josiah Christian McDaniel
Investment Adviser Representative at APEX Strategic Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Josiah Christian McDaniel is an investment adviser representative with APEX Strategic Wealth, LLC in Chattanooga, TN, where they have been registered since 2020. They have worked in the securities industry since 2019. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
- Broker:
12 states and territories
Alabama, Florida, Georgia, Indiana, Maryland, Mississippi, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Covenant CollegeAug 2015 – May 2019Lookout Mountain, GA
- SolomonWood LLCMar 2017 – Jul 2019Chattanooga, TN
- LPL Financial, LLCAug 2019 – no end date reportedChattanooga, TN
- Innovative Advisory Partners, LLCAug 2019 – Jul 2020Chattanooga, TN
- APEX Strategic Wealth, LLCJul 2020 – no end date reportedChattanooga, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About APEX Strategic Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0225
- First $1,000,0002.25%
- $1,000,000 - $2,000,0001.80%
- $2,000,000 - $5,000,0001.55%
- $5,000,000 - $25,000,0001.00%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning services including retirement planning, investment management, estate plans, major purchase preparations, monthly budgeting and cash flow mapping, and business financial planning including tax strategy, business structure review, and profitability assessment.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chattanooga, TN
- Founded:
- 1977
- SEC file number:
- 801-118732
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 4, 2026
View full firm profileOther advisors at APEX Strategic Wealth, LLC
6 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Josiah Christian McDaniel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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