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Apella Capital, LLC

● SEC registered since 2014CRD 171106SEC# 801-79650West Hartford, CT
Export (members)
Reg. AUM
$4.71B
Employees
117
Accounts
10,931
Location
West Hartford, CT

Apella Capital, LLC assets under management

Apella Capital, LLC operates as an SEC-registered investment adviser based in West Hartford, CT. The firm has been registered since 2014. It reports $4.7 billion in regulatory assets under management and employs 117 people.
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Apella Capital, LLC owners & executives

9 reported
NameTitleOwnershipSince
Apella Holdings, LLC ControlDirect Owner/EntityOver 75%2024
James John Scanlan ControlPresidentUnder 5%2022
Jason Maxwell SchuckCfoUnder 5%2024
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Frequently asked questions

How much does Apella Capital, LLC manage?

Apella Capital, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.

How many employees does Apella Capital, LLC have?

Apella Capital, LLC reports 117 employees.

Where is Apella Capital, LLC located?

Apella Capital, LLC is based in West Hartford, CT and has been SEC-registered since 2014.

Does Apella Capital, LLC disclose fund performance?

Apella Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address65 Memorial Drive, Suite C340, West Hartford, CT 06107
Phone860.785.2260
Fax860.748.4961
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.08B
Non-discretionary$636M
Total (RAUM)$4.71B