Advisor at Apex Capital Management, L.L.C.
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 Capital Management, L.L.C.
Location
Baton Rouge, LA 70806
Credentials
PFS™, Series 66
Industry experience
26 years
Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. in Baton Rouge, LA, with 26 years of industry experience. She holds the PFS™ and Series 66 credentials and has worked with firms including Cetera Advisors LLC and Daigrepont & Brian, APAC. Kearny also serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm’s investment approach incorporates fundamental analysis and often utilizes third-party platforms for managed accounts, while also offering fiduciary services under ERISA/IRC.
Based on Apex Capital Management, L.L.C.
Based on Apex Capital Management, L.L.C.
Fixed dollar amount fees for asset management and annuity product management may be negotiated from $500 to $50,000.
$0.00 - $150,000.00: 1.50% $150,000.01 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $3,000,000.00: 0.85% $3,000,000.01+: 0.75%
$285 per hour for segmented financial planning and consultations.
Minimum fee: Minimum fee for asset management services is $500 annually; minimum fee for segmented financial planning is $285; minimum fee for a comprehensive financial plan is $2,500. Fee-only: Financial planning and consulting fees charged hourly at $285 per hour; minimum comprehensive plan fee $2,500.
910 S. Acadian Thruway
Baton Rouge, LA 70806
Louisiana
APEX CAPITAL MANAGEMENT, L.L.C.(DBA: Kearny Financial)
2021 - Present (5 years)
Cetera Advisors LLC
2013 - Present (13 years)
Daigrepont & Brian, APAC
2001 - Present (25 years)
Kearny Financial Services
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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 66
Baton Rouge, LA
Simmons Asset Management, LLC
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Series 65
Baton Rouge, LA
Clear Net Worth, L.L.C.
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")