Apex Capital Management, L.l.c.

**Apex Capital Management, LLC Summary:** Established in October 1999, Apex Capital Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. The firm specializes in offering personalized investment advisory services, financial planning, consultations, and asset management. They provide comprehensive and modular financial planning services, focusing on clients' overall financial situations and specific areas of concern. Asset management services include continuous supervision and monitoring of client accounts, with discretionary authority for making trades when necessary. The firm acts as a fiduciary for retirement plan services, offering consulting to retirement plan sponsors and participants. Apex Capital Management does not have a minimum investment requirement and charges fees based on a percentage of assets under management. They utilize fundamental analysis for investment strategies and recommend a variety of investment products tailored to individual client needs. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and participating in class-action lawsuits independently. For more information, visit www.apexcapitalmanagement.com or contact (337) 984-7010. [End of Summary]