Apex Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Apex Strategic Wealth reports 604 clients. They include 479 individual clients, 118 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($292M across 1,328 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $292M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 30% |
| High-net-worth individuals | 20% | 68% |
| Charitable organizations | <1% | 2% |
| State or municipal government entities | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 479 | $88.5M | 30.3% | $185K |
| High-net-worth individuals | 118 | $197M | 67.6% | $1.67M |
| Charitable organizations | 5 | $6.06M | 2.1% | $1.21M |
| State or municipal government entities | Fewer than 5 | $186K | 0.1% | $93.2K |
| Total | 604 | $292M | 100% | — |
- Clients
- 479
- Regulatory AUM
- $88.5M
- AUM share
- 30.3%
- Avg. per client
- $185K
- Clients
- 118
- Regulatory AUM
- $197M
- AUM share
- 67.6%
- Avg. per client
- $1.67M
- Clients
- 5
- Regulatory AUM
- $6.06M
- AUM share
- 2.1%
- Avg. per client
- $1.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $186K
- AUM share
- 0.1%
- Avg. per client
- $93.2K
Total
- Clients
- 604
- Regulatory AUM
- $292M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Apex Strategic Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Initial financial plan fee of 0.20% of assets covered by the plan, minimum $1,000; annual plan updates 0.05% of covered assets.
Robert Pragnell owns 75% or more of Apex Strategic Wealth. Robert Pragnell is CEO; the leadership team includes President Christopher Taylor and Chief Operating Officer Brandi Bolden. It has 8 employees, 7 of them in advisory roles.
Leadership
- Robert PragnellChief Executive Officer / Chief Compliance Officer / Owner/ President
- Christopher TaylorChief Investment Officer, Vice President
- Brandi BoldenChief Operating Officer/ Chief Financial Officer/ Secretary
- John GarmanyPartner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Charles Jonathan Emanuel
- John Thomas Garmany JR
- Josiah Christian McDaniel
- Robert Leonard Pragnell V
- Christopher Alan Taylor
- Noah Wood
- William Stuart Wood
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 6 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Apex Strategic Wealth, LLC
Robert Pragnell
Control person · since March 2020
Apex Strategic Wealth’s regulatory assets grew 1.9× from $154M (April 2021) to $292M (August 2026); clients fell from 731 to 604 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $292M | 604 | 8 | 1 |
| May 2025May 2025 | $227M | 1,171 | 8 | 1 |
| Mar 2024March 2024 | $201M | 676 | 8 | 1 |
| Mar 2023March 2023 | $146M | 612 | 8 | 1 |
| Feb 2022February 2022 | $173M | 592 | 8 | 1 |
| Apr 2021April 2021 | $154M | 731 | 8 | 1 |
Besides its headquarters, Apex Strategic Wealth has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 3800 St. Elmo Ave., Suite 129, ChattanoogaHQ
Other business names
Apex Strategic Wealth has reported 4 other business names to the SEC.
- Apex Private Wealth, LLC
- Bridgetown Investment Counsel
- Cleartrac Wealth Advisors
- Solomonwood, LLC
Contact and registration details
- Legal name
- Apex Strategic Wealth, LLC
- Headquarters
- 3800 St. Elmo Ave., Suite 129, Chattanooga, TN 37409
- Website
- apxstrategicwealth.com
- Phone
- 423-602-5390
- SEC file
- 801-118732
- Structure
- Tennessee LLC
- Fiscal year end
- December
Apex Strategic Wealth’s named custodians for separately managed accounts are LPL Financial ($172M, 59%) and Charles Schwab ($120M, 41%). Apex Strategic Wealth does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $172M59%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $120M41%
At year end, Apex Strategic Wealth’s separately managed accounts were mostly in funds (71%) and stocks (24%).
What the accounts hold
- Stocks24%
- Funds71%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other2%
- Fixed income-non us bonds2%
How many clients does Apex Strategic Wealth have?
Apex Strategic Wealth has 604 clients and manages $292 million for them, as of August 2026. They include 479 individual clients, 118 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Apex Strategic Wealth offer?
Apex Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Apex Strategic Wealth use?
Apex Strategic Wealth’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $172M and Charles Schwab & Co., Inc. (Westlake, TX), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Apex Strategic Wealth have?
Apex Strategic Wealth has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apex Strategic Wealth invest in?
At the end of its last fiscal year, Apex Strategic Wealth’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 3% cash and equivalents, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Fixed Income-Non US Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Apex Strategic Wealth?
Apex Strategic Wealth’s direct owner is Robert Pragnell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Apex Strategic Wealth get paid?
Apex Strategic Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Apex Strategic Wealth?
Apex Strategic Wealth’s main office is at 3800 St. Elmo Ave., Suite 129, Chattanooga, TN 37409. Its phone number is 423-602-5390. Its website is apxstrategicwealth.com.