# Stephen Morella

> Stephen Morella is a fee-only financial advisor at Apex Capital Management, LLC in Lafayette, Louisiana, who holds the CFP and CPA/PFS credentials. Apex Capital Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-morella/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Apex Capital Management, LLC
- **Based in:** Lafayette, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $225.2M across 611 accounts
- **Credentials:** CFP, CPA/PFS
- **CRD:** 7785093 (https://adviserinfo.sec.gov/individual/summary/7785093)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://apexcapitalmanagement.com

## Frequently asked questions

### Is Stephen Morella a fee-only financial advisor?

Yes. Stephen Morella is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.

### How does Stephen charge for financial advice?

Stephen's firm, Apex Capital Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Morella based?

Stephen Morella is based in Lafayette, Louisiana.

### What credentials does Stephen Morella hold?

Stephen Morella holds the CFP and CPA/PFS credentials.

### Is Stephen Morella registered with the SEC?

Yes. Stephen Morella is registered as an investment adviser representative in LA (CRD 7785093), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Apex Capital Management, LLC manage?

Apex Capital Management, LLC reports $225.2M across 611 accounts in assets under management.

### How do I contact Stephen Morella?

Through Stephen's website, apexcapitalmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4892): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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