A complete list of active advisors currently associated with APEX Capital Management LLC

Warmer can help you find a great advisor at APEX Capital Management LLC or one who fits your needs even better.

Apex Capital Management LLC provides portfolio management and investment consulting to a small number of high-net-worth individuals, small businesses, and institutional clients, delivering continuous supervisory services. The firm manages portfolios of U.S. equities and exchange-traded funds with full trading discretion and instructs clients to custody assets with a third‑party custodian. The firm runs a concentrated “Dow 10” strategy that typically holds about ten Dow Jones Industrial Average constituents selected by quantitative optimization, valuation, and momentum models, and the strategy is actively traded. Portfolios may employ leverage (clients may set allowable levels) and frequent trading can produce short‑term capital gains and higher risk relative to an unlevered, buy‑and‑hold approach. In addition to AUM-based portfolio management, Apex combines active trading with consulting engagements that may be billed hourly or by project, an arrangement the brochure highlights and that is less common for firms in this category. The brochure also discloses the firm’s regular use of exchange‑traded funds and related internal fund fees, routine weekly model runs, and the manager’s discretion over holdings and trading within client‑specified leverage limits.

To learn more about the advisors currently working at APEX Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.