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APEX Capital Management LLC

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Total assets under management

$0

Total clients

0

Total advisors

0

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Apex Capital Management LLC provides portfolio management and investment consulting to a small number of high-net-worth individuals, small businesses, and institutional clients, delivering continuous supervisory services. The firm manages portfolios of U.S. equities and exchange-traded funds with full trading discretion and instructs clients to custody assets with a third‑party custodian.

The firm runs a concentrated “Dow 10” strategy that typically holds about ten Dow Jones Industrial Average constituents selected by quantitative optimization, valuation, and momentum models, and the strategy is actively traded. Portfolios may employ leverage (clients may set allowable levels) and frequent trading can produce short‑term capital gains and higher risk relative to an unlevered, buy‑and‑hold approach.

In addition to AUM-based portfolio management, Apex combines active trading with consulting engagements that may be billed hourly or by project, an arrangement the brochure highlights and that is less common for firms in this category. The brochure also discloses the firm’s regular use of exchange‑traded funds and related internal fund fees, routine weekly model runs, and the manager’s discretion over holdings and trading within client‑specified leverage limits.

Client services

Portfolio management Consulting-portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Fixed

Project fees may be charged for consulting services (amount not specified)

Percentage

$0 - $1,500,000: 0.80% per annum $1,500,000+: 0.60% per annum

Project-based

Hourly fees may be charged for consulting services (amount not specified)

Performance-based

20% of excess earnings for the quarter

Other

Account minimum: $1,000,000

Main office location

APEX Capital Management LLC

Anderson SC, United States

Number of offices

1

Most active in

More info

South Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

864-650-8445
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