# Pedro Silva

> Pedro Silva is a fee-only financial advisor at Apex Investment Group in Hudson, Massachusetts. Pedro focuses on small business owners, retirement planning and retirement with concentrated positions. Apex Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/pedro-silva/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Apex Investment Group
- **Based in:** Hudson, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $211.1M across 1,201 accounts
- **Specialties:** Small business owners, Retirement planning, Retirement with concentrated positions, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Founders
- **CRD:** 4721125 (https://adviserinfo.sec.gov/individual/summary/4721125)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://apexinvest.org/

## Frequently asked questions

### Is Pedro Silva a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Pedro holds no broker registration, and Apex Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Pedro charge for financial advice?

Pedro's firm, Apex Investment Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Pedro Silva based?

Pedro Silva is based in Hudson, Massachusetts.

### What does Pedro specialize in?

Pedro's specialties include small business owners, retirement planning, retirement with concentrated positions, tax planning, estate & legacy planning and founders (pre-exit). Pedro works with retirees and founders.

### Is Pedro Silva registered with the SEC?

Yes. Pedro Silva is registered as an investment adviser representative in MA and TX (CRD 4721125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Apex Investment Group manage?

Apex Investment Group reports $211.1M across 1,201 accounts in assets under management.

### How do I contact Pedro Silva?

Through Pedro's website, apexinvest.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4721125): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://apexinvest.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.