# APEX Fiduciary Advisors LLC

APEX Fiduciary Advisors LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/thomas-freitag-apma%c2%ae-cltc-aba97849

## Regulatory record

- **CRD number:** 313555
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313555

## About

APEX FIDUCIARY ADVISORS LLC is a state-registered investment adviser in Middleton, WI. The firm manages $48 million in assets, $9 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### What does the fiduciary standard mean at APEX Fiduciary Advisors?

As a registered investment advisor, APEX Fiduciary Advisors LLC is legally required under the Investment Advisers Act of 1940 to act in the best interests of its clients, placing client interests above its own. This fiduciary duty includes obligations of loyalty and care, and it prohibits the firm from recommending investments that generate higher fees for itself without disclosure. This is a higher standard than the suitability standard that applies to broker-dealers.

### Is APEX Fiduciary Advisors?

APEX Fiduciary Advisors LLC is registered as an investment advisor. RIAs generally register with the SEC if they manage over $100 million in assets, or with state securities authorities if below that threshold. The specific regulatory body for this firm is not publicly listed, but registration requires public disclosure of AUM and disciplinary history via Form ADV.

### What services does APEX Fiduciary Advisors offer?

Typical services for an RIA with the 'fiduciary' designation include portfolio management, financial planning, retirement planning, and estate planning. These services are provided under a fee-only structure, meaning the firm charges a flat fee or percentage of assets under management rather than commissions. APEX Fiduciary Advisors has not publicly detailed its specific service menu.

### How does APEX Fiduciary Advisors source client relationships?

RIAs often source clients via referrals from existing clients, attorneys, accountants, or through professional networks. No specific origin channels have been documented for APEX Fiduciary Advisors, as the firm has not published its client acquisition strategy.

### What is the minimum investment or client threshold at APEX Fiduciary Advisors?

No minimum investment threshold has been publicly disclosed by APEX Fiduciary Advisors LLC. Many RIAs set minimums ranging from $250,000 to $1 million or more for high-net-worth clients, but the firm's specific requirements remain unknown.

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Last updated: 2026-08-14T12:30:00.000Z

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