# Apex Advisory Group

Apex Advisory Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** apexadvisory.com

## Regulatory record

- **CRD number:** 117183
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117183

## About

APEX ADVISORY GROUP, INC. is a state-registered investment adviser in Spokane, WA. It has one employee and one investment adviser. The firm is based in Spokane.

## Questions

### Is Apex Advisory Group related to Apex Group Ltd or any other Apex-branded firms?

No known relationship exists between Apex Advisory Group, Inc. and Apex Group Ltd (the global financial services provider), Apex Fintech Solutions, or other Apex-branded entities active in asset servicing, clearing, or custody. The name 'Apex' is common in financial-services incorporation and does not imply any shared ownership, management, or client relationship in the absence of explicit disclosure.

### What steps should an allocator take before committing capital alongside this firm?

Minimum pre-commitment steps should include: verifying the entity's good standing with the state of incorporation; obtaining a legal opinion that the signatory has authority to bind the investment vehicle; requesting audited financials or a custody statement for the entity that will hold the commitment; and confirming via independent reference that the principal behind the entity is the ultimate beneficial owner. Without these, the counterparty risk is indistinguishable from an unverified introducer.

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Last updated: 2026-08-10T23:49:37.812Z

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