Apex Capital Management, L.L.C.

Overview

Apex Capital Management, L.L.C. is an SEC registered investment adviser based in Lafayette, LA, registered since 2012. It reports $225M in assets under management across 611 accounts, with 7 employees. It has 4 investment adviser representatives.

Reported AUM

$225M

Discretionary

100%

Accounts

611

Average account

$369K

Employees

7

Advisory reps

4

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robert James Morella Managing Member, Chief Compliance Officer CRD 4473330
• Stephen James Morella Member, Minority Owner CRD 7785093

Advisory reps 3 of 4

• Charles James Duchamp Investment Adviser Rep CRD 4609290
• Jo Ellen Kearny Insurance Agent · Investment Adviser Rep CRD 4081284
• Robert James Morella Investment Adviser Rep CRD 4473330

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2901 Johnston St Ste 401
Lafayette, LA 70503

County

Lafayette

Metro area

Lafayette, LA

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: apexcapitalmanagement.com

Every state, with registration dates

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