Advisor at APEX Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
APEX Wealth Management
Location
Searcy, AR
Credentials
CFA®, Series 63
Industry experience
28 years
Ellis Sloan is a CFA® charterholder with 28 years of industry experience. He is the sole advisor at APEX Wealth Management, an independent firm based in Searcy, Arkansas, where he has worked since 2017. Prior to founding APEX, he was with Kernodle & Katon Tax and Asset Management Group for two years and has served as an assistant professor at Harding University since 2005. APEX Wealth Management serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses a modern portfolio theory approach to build diversified portfolios, offers both discretionary and non-discretionary asset management, and provides retirement plan consulting including Investment Policy Statement preparation and participant education.
Based on APEX Wealth Management
Fixed project cost, negotiable depending on complexity
$50,000 - $250,000: 1.45% annually $250,000 - $500,000: 1.35% annually $500,000 - $1,000,000: 1.2% annually $1,000,000+: Negotiable
$175 per hour
Account minimum: $50,000
Searcy, AR
Arkansas · Texas
EMS, Inc. d/b/a Apex Wealth Management
2017 - Present (9 years)
Kernodle & Katon Tax and Asset Management Group
2015 - 2017 (2 years)
Harding University
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 66
Beebe, AR
St. Bernard Financial Services, Inc.
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
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