Investment adviser · CRD 283726
APEXIUM FINANCIAL LP
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Oct 22, 2025
- Regulatory AUM
- $4.02B Form ADV · Item 5.F
- Client accounts
- 3,334 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 691 | $2,923,937,724 | 72.7% |
| Retirement plans | 52 | $672,957,693 | 16.7% |
| Charities | 10 | $357,229,983 | 8.9% |
| Individuals | 146 | $59,210,807 | 1.5% |
| Other investment advisers | Fewer than 5 | $7,186,754 | 0.2% |
| Other clients | Fewer than 5 | $1,224 | 0.0% |
Filing source
Form ADV 2022936 · Oct 22, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 22, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1920 MCKINNEY AVE., SUITE 700DALLAS, TX, 75201, United States
CRD 283726
Filing source
Form ADV 2022936 · Oct 22, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.