Apeiron

Apeiron is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dallas, Texas. On its latest Form ADV, filed May 26, 2026, it reports $852M in regulatory assets under management, 1,178 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	289273 · SEC file 801-110974
Office	10000 North Central Expressway Suite 700 Dallas, TX 75231
Phone	(972) 421-2068
Website	www.apeironplanning.com
Regulatory assets under management	$852M ($807M discretionary)
Individual clients	652 non-high-net-worth, 526 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	17
Disciplinary disclosures	None reported
Latest Form ADV filing	May 26, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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