APEX RESEARCH AND INVESTMENTS, LLC

APEX RESEARCH AND INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 121643). Regulatory assets under management: $93.7M.

Registration

• CRD: 121643
• Type: Registered investment adviser
• Phone: 512-263-8824
• Latest filing: 2026-02-12
• Regulatory AUM: $93.7M
• Discretionary AUM: $93.7M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Performance.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search