APEX FIDUCIARY ADVISORS LLC

Overview

Apex Fiduciary Advisors LLC is an independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-type classified as individual and combines advisory services with affiliated business activities — it also functions as a registered representative of a broker-dealer, an insurance broker, and provides accounting services. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Investment activity is concentrated in pooled public funds and mutual funds as the primary vehicle for client equity and fixed-income exposure. The firm keeps a modest level of discretionary authority relative to its total assets, positioning itself to manage client portfolios while preserving client involvement for many accounts. Apex does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices