APEX Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$194,556,355
Total clients
742
9% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
247
Average account size
$262,205
About
Apex Investment Group provides wealth management, discretionary portfolio management, financial planning and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, corporations and charities. The firm reports roughly $194.6 million in assets under management across three advisors and serves 742 client relationships.
The firm’s investment process is primarily long‑term oriented but allows for shorter‑term trades to rebalance or meet client needs, using both fundamental and technical analysis to select mutual funds, ETFs and, when appropriate, individual securities, bonds or structured products. Apex conducts internal due diligence, monitors accounts on a regular basis with at least annual formal reviews, and may allocate portions of portfolios to unaffiliated independent managers while providing ongoing oversight.
Apex is notable for its high client load per advisor—approximately 247 clients per advisor—which is statistically uncommon for supported firms and may influence how client service and delegation are structured. The firm, founded in October 2024, has established institutional custody relationships that provide technology and research support, and several advisory personnel maintain insurance licenses and other disclosed outside activities that occupy a small portion of their time.
Client services
Fee options
Up to 1.25% annually, negotiable based on factors such as scope, complexity, asset level, and relationship
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales, which are separate and in addition to wealth management fees.
Account minimum: Apex Investment Group generally does not impose a minimum relationship size. Fee-only: Wealth management fees based on assets under management up to 1.25% annually, billed monthly or quarterly in advance.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
APEX Investment Group
145 Main St
Hudson MA 01749, United States
Number of offices
3
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