Ellis Sloan
Apex Wealth Management · Searcy, Arkansas
Ellis Sloan is a fee-only financial advisor at Apex Wealth Management in Searcy, Arkansas, who holds the CFA credential. Apex Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Apex Wealth Management |
|---|---|
| Based in | Searcy, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $52.3M across 103 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AR, TX · CRD 1161247 |
| Exams passed | Series 63 (1983) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Ellis's firm compares
- Apex Wealth Management's average account is about $508,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Ellis
Is Ellis Sloan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellis holds no broker registration, and Apex Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellis charge for financial advice?
Ellis's firm, Apex Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ellis Sloan based?
Ellis Sloan is based in Searcy, Arkansas.
What credentials does Ellis Sloan hold?
Ellis Sloan holds the CFA credential.
Is Ellis Sloan registered with the SEC?
Yes. Ellis Sloan is registered as an investment adviser representative in AR and TX (CRD 1161247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Apex Wealth Management manage?
Apex Wealth Management reports $52.3M across 103 accounts in assets under management.
How do I contact Ellis Sloan?
Contact details aren't on file yet. Search for Apex Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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