Robert Morella
Apex Capital Management · Lafayette, Louisiana
Robert Morella is a fee-only financial advisor at Apex Capital Management in Lafayette, 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 | Lafayette, 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, TX · CRD 4473330 |
| Exams passed | Series 66 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.apexcapitalmanagement.com |
How Robert'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 Robert
Is Robert Morella a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Apex Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Morella based?
Robert Morella is based in Lafayette, Louisiana.
What credentials does Robert Morella hold?
Robert Morella holds the PFS credential.
Is Robert Morella registered with the SEC?
Yes. Robert Morella is registered as an investment adviser representative in LA and TX (CRD 4473330), 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 Robert Morella?
Through Robert'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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