APEX FINANCIAL ADVISORS, INC
CRD #155210 SEC #801-71884 YARDLEY, PA 215-493-1900
SEC Registered Private Funds
Total AUM
$505.1M
Discretionary
$499.4M
Employees
10
Clients
101
Accounts
410
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $505.1M | $499.4M | $5.7M | 10 | 0 |
| Sep 2024 | $537.9M | $530.6M | $7.3M | 8 | 0 |
| Mar 2024 | $537.9M | $530.6M | $7.3M | 8 | 0 |
| Feb 2024 | $470.9M | $466.8M | $4M | 8 | 0 |
| Nov 2023 | $470.9M | $466.8M | $4M | 8 | 0 |
| Mar 2023 | $470.9M | $466.8M | $4M | 8 | 0 |
| Mar 2022 | $444M | $439.2M | $4.8M | 8 | 0 |
| Mar 2021 | $363.8M | $360.2M | $3.6M | 9 | 0 |
| Jun 2020 | $311.7M | $303.5M | $8.2M | 7 | 0 |
| Feb 2020 | $311.7M | $303.5M | $8.2M | 7 | 0 |
| Feb 2019 | $267.8M | $259.5M | $8.3M | 6 | 0 |
| May 2018 | $269.7M | $263.1M | $6.6M | 6 | 0 |
| Apr 2018 | $269.7M | $263.1M | $6.6M | 6 | 0 |
| Feb 2018 | $272.6M | $265.9M | $6.6M | 6 | 0 |
| Sep 2017 | $250.8M | $244.1M | $6.7M | 6 | 26 |
| Feb 2017 | $174.6M | $168.3M | $6.3M | 5 | 26 |
| Nov 2016 | $140.4M | $137.9M | $2.4M | 5 | 26 |
| May 2016 | $150.5M | $149.3M | $1.2M | 5 | 26 |
| Mar 2016 | $150.5M | $149.3M | $1.2M | 6 | 26 |
| Feb 2015 | $150.6M | $150.6M | $0 | 6 | 26 |
| Aug 2014 | $129M | $129M | $0 | 8 | 26 |
| Mar 2014 | $129M | $129M | $0 | 8 | 26 |
| Mar 2013 | $122M | $122M | $0 | 8 | 26 |
| Apr 2012 | $135M | $135M | $0 | 6 | 26 |
| Feb 2012 | $135M | $135M | $0 | 6 | 26 |
| Mar 2011 | $26M | $26M | $0 | 10 | -- |
| Jan 2011 | $26M | $26M | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$505.1M
Discretionary$499.4M
Non-Disc.$5.7M
Employees10
Clients0
DateSep 2024
Total AUM$537.9M
Discretionary$530.6M
Non-Disc.$7.3M
Employees8
Clients0
DateMar 2024
Total AUM$537.9M
Discretionary$530.6M
Non-Disc.$7.3M
Employees8
Clients0
DateFeb 2024
Total AUM$470.9M
Discretionary$466.8M
Non-Disc.$4M
Employees8
Clients0
DateNov 2023
Total AUM$470.9M
Discretionary$466.8M
Non-Disc.$4M
Employees8
Clients0
DateMar 2023
Total AUM$470.9M
Discretionary$466.8M
Non-Disc.$4M
Employees8
Clients0
DateMar 2022
Total AUM$444M
Discretionary$439.2M
Non-Disc.$4.8M
Employees8
Clients0
DateMar 2021
Total AUM$363.8M
Discretionary$360.2M
Non-Disc.$3.6M
Employees9
Clients0
DateJun 2020
Total AUM$311.7M
Discretionary$303.5M
Non-Disc.$8.2M
Employees7
Clients0
DateFeb 2020
Total AUM$311.7M
Discretionary$303.5M
Non-Disc.$8.2M
Employees7
Clients0
DateFeb 2019
Total AUM$267.8M
Discretionary$259.5M
Non-Disc.$8.3M
Employees6
Clients0
DateMay 2018
Total AUM$269.7M
Discretionary$263.1M
Non-Disc.$6.6M
Employees6
Clients0
DateApr 2018
Total AUM$269.7M
Discretionary$263.1M
Non-Disc.$6.6M
Employees6
Clients0
DateFeb 2018
Total AUM$272.6M
Discretionary$265.9M
Non-Disc.$6.6M
Employees6
Clients0
DateSep 2017
Total AUM$250.8M
Discretionary$244.1M
Non-Disc.$6.7M
Employees6
Clients26
DateFeb 2017
Total AUM$174.6M
Discretionary$168.3M
Non-Disc.$6.3M
Employees5
Clients26
DateNov 2016
Total AUM$140.4M
Discretionary$137.9M
Non-Disc.$2.4M
Employees5
Clients26
DateMay 2016
Total AUM$150.5M
Discretionary$149.3M
Non-Disc.$1.2M
Employees5
Clients26
DateMar 2016
Total AUM$150.5M
Discretionary$149.3M
Non-Disc.$1.2M
Employees6
Clients26
DateFeb 2015
Total AUM$150.6M
Discretionary$150.6M
Non-Disc.$0
Employees6
Clients26
DateAug 2014
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees8
Clients26
DateMar 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees8
Clients26
DateApr 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--