Stephen Morella
Apex Capital Management, LLC · Lafayette, Louisiana
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.
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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 | $225.2M across 611 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in LA · CRD 7785093 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | apexcapitalmanagement.com |
How Stephen's firm compares
- Apex Capital Management, LLC's average account is about $369,000, from its Form ADV (assets managed divided by 611 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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