Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $852 million
- Average High-Net-Worth Client Portfolio Size
- $1.1 million
Fee Disclosure
Source: APEIRON ADV PART 2A (2026-03-31)
· View brochure text
Latest filing: APEIRON ADV PART 2A (2026-05-26)
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Latest filing: APEIRON ADV PART 2A APPENDIX (2026-05-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.95% |
| $250,001 | $500,000 | 1.85% |
| $500,001 | $1,000,000 | 1.75% |
| $1,000,001 | $2,000,000 | 1.65% |
| $2,000,001 | and above | 1.55% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,250 | 1.82% |
| $5 million | $81,250 | 1.62% |
| $10 million | $158,750 | 1.59% |
| $50 million | $778,750 | 1.56% |
| $100 million | $1,553,750 | 1.55% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 69.13%
- Number of High-Net-Worth Clients
- 526
- Total Client Accounts
- 2,387
- Discretionary Accounts
- 2,381
- Non-Discretionary Accounts
- 6
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 289273
- APEIRON ADV PART 2A (2026-05-26) · View brochure text
- APEIRON ADV PART 2A APPENDIX (2026-05-26) · View brochure text
- APEIRON ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗