Lafayette, LA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Apex Capital Management, L.L.C.
Supported
Firm-wide stats for Apex Capital Management, L.L.C.
About
Apex Capital Management, LLC is an SEC‑registered advisory firm with four advisors managing roughly $225 million for about 332 clients. The firm provides personalized investment management, comprehensive financial planning, retirement plan consulting (including SIMPLE IRA services), and annuity product management to individual and institutional clients.
Apex employs fundamental analysis and a combination of long‑ and short‑term strategies, and it tailors portfolios and plans to each client’s stated objectives and risk profile. Clients select one of three Service Models—Cohesive Advisory, Cohesive Management, or Cohesive Planning + Tax—which define the scope of services, the level of integration among tax and wealth management, and whether discretionary investment authority applies.
Apex is affiliated by common ownership with a certified public accounting firm, Morella & Morella LLC, and markets its advisory services under that name; tax return preparation, business tax services, QuickBooks support, and other accounting add‑ons are offered by the affiliated CPA under separate engagement agreements. The firm also operates on custodial platforms such as SEI (including use of SEI’s Integrated Cash Program) and discloses receipt of various non‑cash custodial benefits, which it identifies as potential conflicts that are managed through disclosure and internal policies.
Based on Apex Capital Management, L.L.C.
Expertise
Based on Apex Capital Management, L.L.C.
Location
2901 Johnston St., Suite 401
Lafayette LA 70503
Advisors at this office
2
Advisors at this office
Robert M
PFS™, Series 66
Lafayette, LA
Apex Capital Management, L.L.C.
Robert Morella is a financial advisor with Apex Capital Management, L.L.C., holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has worked at Apex Capital Management since 1999 and also has experience with Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of advisory work, he is involved as a member in several non-investment-related businesses, including toy manufacturing and medical equipment companies. Apex Capital Management is an SEC-registered firm with four advisors managing approximately $225 million for around 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies aligned with each client’s objectives and risk profile.
Stephen M
Series 65
Lafayette, LA
Apex Capital Management, L.L.C.
Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. with three years of industry experience. He holds a Series 65 designation and previously worked at Morella & Morella, LLC and Arsement Redd & Morella, LLC. Outside of advisory work, he is involved with Morella & Morella, a certified public accounting firm affiliated with Apex. Apex Capital Management is an SEC-registered advisory firm serving individual and institutional clients with personalized investment management, financial planning, and retirement plan consulting. The firm uses fundamental analysis and a mix of long- and short-term strategies, offering clients tailored service models that integrate tax and wealth management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)