Zachary Cade Mccarroll
Investment adviser representative at Apogem Capital LLC
12 yearsExperience
1 stateRegistered in
$43.8BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Apogem Capital LLCJun 2020 to now
- Private Advisors LLCJul 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Apogem Capital LLC
$43.8BAssets managed
144Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6374553
- Firm CRD
- 309234