AdFi
AC

APEX Capital Management, L.L.C.

SEC Registered
Lafayette, LA337-895-0800
Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
611

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Leadership

Robert James Morella
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 1 state
LA
LafayetteHQ
LA
Baton Rouge

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#117059
SEC Number
801-126097
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Asset tierAnnual rate
First $150,0001.50%
$150,001 to $500,0001.25%
$500,001 to $1,000,0001.00%
$1,000,001 to $3,000,0000.85%
Over $3,000,0000.75%

Data as of September 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APEX Capital Management, L.L.C. 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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APEX Capital Management in Lafayette, LA - Fees & Services