On November 10, 2025, United Capital Financial Advisors announced that it acquired Apexium Financial.
United Capital Financial Advisors (“United Capital”) announced, on November 10, 2025, that it acquired Apexium Financial (“Apexium”). Under the terms of the transaction, Apexium’s team will join United Capital. Further terms of the deal were not disclosed.
United Capital, based in Irving, Texas, is a registered investment advisor offering wealth management services, including income tax planning, investment services, business-specific services and insurance. As of October 2025, United Capital had $17.2 billion in assets under management.
Apexium, based in Dallas, Texas, is a registered investment advisor offering financial planning, investment advisory, insurance, and risk management services. Apexium has over $4 billion in assets under management.
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