AdvisorRanked
100
Clean

APEIRON

10000 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75231
Fiduciaryfee-onlySEC Registered
972-421-2068 www.facebook.com/apeironplanning CRD #289273
$852M
Assets Managed
11
Clients
17
Employees
9
Years Active
since 2017

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46168. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 9 years.

Firm Details

Legal NameAPEIRON
CRD Number#289273
SEC RegisteredYes
Registration Date2017-08-04
States RegisteredTX
Assets Under Management$852M
Number of Clients11
Employees17
Compensation Typefee-only
Last ADV Filing46168

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Frequently Asked Questions

Is APEIRON a fiduciary?

Yes. APEIRON is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does APEIRON charge clients?

APEIRON uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does APEIRON have any complaints?

No. APEIRON has zero complaints or disciplinary actions on file with the SEC or FINRA across 9 years of operation.

How does APEIRON compare to other advisors in DALLAS?

APEIRON has a Red Flag Score of 100/100. There are 293 registered advisory firms in DALLAS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46168. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.