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Charles Duchamp

Advisor at Apex Capital Management, L.L.C.

Updated today

Location

Youngsville, LA

Credentials

Series 65

Industry experience

23 years

About

Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has been with Apex since 2002 and also serves as president of Charles J. Duchamp, CPA, a professional accounting corporation providing accounting and tax services since 1991. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities with financial planning, asset management, retirement-plan consulting, and annuity product management. The firm uses fundamental analysis to guide asset allocation and trading decisions, and offers both discretionary and non-discretionary account management.

Client services

Based on Apex Capital Management, L.L.C.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Apex Capital Management, L.L.C.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management General tax planning

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Fee options

Fixed

Fixed dollar amount fees for asset management and annuity product management may be negotiated from $500 to $50,000.

Percentage

$0.00 - $150,000.00: 1.50% $150,000.01 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $3,000,000.00: 0.85% $3,000,000.01+: 0.75%

Project-based

$285 per hour for segmented financial planning and consultations.

Other

Minimum fee: Minimum fee for asset management services is $500 annually; minimum fee for segmented financial planning is $285; minimum fee for a comprehensive financial plan is $2,500. Fee-only: Financial planning and consulting fees charged hourly at $285 per hour; minimum comprehensive plan fee $2,500.

Location

Youngsville, LA

Most active in

Louisiana

Work history

Apex Capital Management, LLC

2002 - Present (24 years)

Charles J.. Duchamp, APAC

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alajahwon R

Series 63, Series 66

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Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

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Lafayette, LA

Vermilion Asset Management, LLC

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
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Heather A

Series 65

Lafayette, LA

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Heather Alleman is the sole advisor at Alleman Capital Management, LLC, holding a Series 65 credential with experience dating back to 2022 in self-employment and prior work from 2009 to 2022 at Unitech Training Academy. Alleman Capital Management is an investment manager specializing in pooled investment vehicles and institutional accounts, providing discretionary portfolio management and active trading services. The firm operates with a single portfolio manager who also administers compliance and ethics programs.

Options & derivatives strategies Active portfolio management
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Milton K

Series 65

Lafayette, LA

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Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Gus G

CFA®, Series 65

Abbeville, LA

Lailaps Capital, L.L.C.

Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
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Amie V

Series 66

Youngsville, LA

Capital Financial Planners, LLC

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Wealth management Passive / index investing
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