Apex Financial Advisors, Inc
CRD 155210SEC# 801-71884Yardley, PA
No longer SEC-registered. Apex Financial Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #3,888 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$505.1M
Fund GAV
$310.8M
Private funds
8
Employees
10
Accounts
410
Location
Yardley, PA
Apex Financial Advisors, Inc assets under management
Apex Financial Advisors, Inc operates as an SEC-registered investment adviser based in Yardley, PA. It reports $505.1 million in regulatory assets under management and employs 10 people. Apex Financial Advisors, Inc manages 8 private funds with combined gross assets of $310.8 million, including Afagv LLC. By regulatory assets, it ranks 3,888 of 6,004 private fund managers.
Apex Financial Advisors, Inc private funds
8 funds · $310.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Afagv LLC | Real Estate | $81.7M | $100K |
| Afabj LLC | Real Estate | $53.1M | $100K |
| Afaloc LLC | Real Estate | $39.9M | $100K |
See all 8 funds — unlock the full record.
Join to unlock · $37/moApex Financial Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Russell Weidenburner | Chief Operating Officer; Chief Compliance Officer | Under 5% | 2021 |
| Robert Alan Connell Control | Chief Executive Officer | Over 75% | 2010 |
Frequently asked questions
How much does Apex Financial Advisors, Inc manage?
Apex Financial Advisors, Inc reports $505.1 million in regulatory assets under management on its Form ADV.
How many private funds does Apex Financial Advisors, Inc manage?
Apex Financial Advisors, Inc manages 8 private funds with combined gross assets of $310.8 million.
How many employees does Apex Financial Advisors, Inc have?
Apex Financial Advisors, Inc reports 10 employees.
Where is Apex Financial Advisors, Inc located?
Apex Financial Advisors, Inc is based in Yardley, PA.
Does Apex Financial Advisors, Inc disclose fund performance?
Apex Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 85 South Main Street, Yardley, PA 19067 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$505.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$505.1Mregulatory AUM
Discretionary $499.4MNon-discretionary $5.7M
Service providers
Auditor
Custodian