Apis Capital Advisors, LLC

Fee-Only (% of Portfolio)

Apis Capital Advisors provides investment management services to its sponsored private investment funds and a unit trust. Apis manages these investments on a discretionary basis, providing advice on asset allocation and investment selection. The firm aims for consistent positive returns by investing in undervalued or overvalued stocks, with a focus on small and mid-capitalization equity securities globally. Apis does not directly manage investments for individual investors.

Assets Under Management$700M
Clients9
AdvisorsN/A
Avg. per Client$78M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Apis Capital Advisors, LLC | TrueAdvisor