Jo Ellen Kearny
Apex Capital Management · Baton Rouge, Louisiana
Jo Ellen Kearny is a fee-only financial advisor at Apex Capital Management in Baton Rouge, Louisiana, who holds the PFS credential. Apex Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apex Capital Management |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $225.2M across 611 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in LA · CRD 4081284 |
| Exams passed | Series 66 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.apexcapitalmanagement.com |
How Jo Ellen's firm compares
- Apex Capital Management's average account is about $369,000, from its Form ADV (assets managed divided by 611 accounts).
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Questions about Jo Ellen
Is Jo Ellen Kearny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jo Ellen holds no broker registration, and Apex Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jo Ellen charge for financial advice?
Jo Ellen's firm, Apex Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jo Ellen Kearny based?
Jo Ellen Kearny is based in Baton Rouge, Louisiana.
What credentials does Jo Ellen Kearny hold?
Jo Ellen Kearny holds the PFS credential.
Is Jo Ellen Kearny registered with the SEC?
Yes. Jo Ellen Kearny is registered as an investment adviser representative in LA (CRD 4081284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apex Capital Management manage?
Apex Capital Management reports $225.2M across 611 accounts in assets under management.
How do I contact Jo Ellen Kearny?
Through Jo Ellen's website, www.apexcapitalmanagement.com.
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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