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APEX INVESTMENT GROUP
Legal name: APEX INVESTMENT GROUP, LLC
CRD 333593File 801-131502
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$211.1M
Below cohort median (national)
Discretionary AUM
$205.4M
Non-discretionary $5.7M
Clients
526
1,201 accounts
Employees
6
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 2024
- Principal office
- 145 MAIN ST, HUDSON, MA, 01749
- Phone
- 7743510805
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $211.1M
- Discretionary AUM
- $205.4M
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 1,092
- Non-discretionary accounts
- 109
- Total accounts
- 1,201
- AUM per client
- $401K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.2M |
| Charitable organizations | Fewer than 5 | $4.2M |
| High net worth individuals | 56 | $99.2M |
| Individuals (other than high net worth individuals) | 463 | $104.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.