Apeiron
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 289273
- Registered since
- August 4, 2017
- Website
- www.apeironplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.13%
- Individuals25.59%
- Pension & Profit Sharing Plans5.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Apeiron is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Apeiron charges fees by percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser on its snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- Private Funds4%
Contacts
3 of 11
Adam Keller
IARCRD 4881637
Katie Bosler
Client Service SpecialistCRD 6254350
Kyle Walters
Managing MemberCRD 4686057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$421M in ETFs
53%
$225M
32%
$196M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.7M | 51,730 | 9.21% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 10000 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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