Apella Capital, LLC
● SEC registered since 2014CRD 171106SEC# 801-79650West Hartford, CT
Reg. AUM
$11.07B
Employees
179
Accounts
24,058
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 $11.1 billion in regulatory assets under management and employs 179 people.
Apella Capital, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Apella Holdings, LLC Control | Direct Owner/Entity | Over 75% | 2024 |
| James John Scanlan Control | President, Ceo | Under 5% | 2022 |
| Jason Maxwell Schuck Control | Cfo | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Apella Capital, LLC manage?
Apella Capital, LLC reports $11.1 billion in regulatory assets under management on its Form ADV.
How many employees does Apella Capital, LLC have?
Apella Capital, LLC reports 179 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
| Address | 65 Memorial Drive, Suite C340, West Hartford, CT 06107 |
| Phone | 860.785.2260 |
| Fax | 860.748.4961 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$11.07B▲ 135%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$11.07Bregulatory AUM
Discretionary $8.78BNon-discretionary $2.29B