Apella Capital is an investment advisor in Glastonbury with $2.36 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463614531
SEC advisor number
801-79650
FINRA CRD number
171106
AUM ?
$2.36 bn
(as of 27 Oct 22)
Accounts
5,959
(as of 27 Oct 22)
Employees
58
(28 investment advisory or research)
Address
Apella Capital
151 NATIONAL DRIVE
GLASTONBURY
CT 06033
151 NATIONAL DRIVE
GLASTONBURY
CT 06033
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
860-785-2260
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Connelly, David, Edward | Manager | 09/2013 | < 5% |
Sweeny, Patrick, Adam | Manager | 09/2013 | < 5% |
Richards, Timothy, Edward | CCO | 02/2019 | < 5% |
Richter, Edward, Stuart | Senior Financial Advisor/member | 10/2016 | < 5% |
Siegel, Harvey | Senior Financial Advisor/member | 10/2016 | < 5% |
Terranova, Ann, Jennie | Senior Financial Advisor/member | 10/2019 | < 5% |
Strategic Investment Holdings, LLC | Direct Owner/entity | 01/2019 | 50-75% |
Connelly, David, Edward | Manager/member | 09/2013 | |
Sweeny, Patrick, Adam | Manager/member | 09/2013 | |
Bacon, Diana, Lynn | Senior Financial Advisor/member | 01/2020 | < 5% |
Ewart, Mitchell, Jon | Financial Advisor/member | 10/2020 | < 5% |
Cock, Thomas, Charles | Regional Director/member | 10/2020 | < 5% |
Mcdonald, Donald, Anderson | Education Director/member | 10/2020 | < 5% |
Calandra, Phillip, Arnold | Senior Financial Advisor/member | 04/2021 | < 5% |
Drake, Taylor, Evan | Senior Financial Advisor/member | 01/2022 | < 5% |
Project Bravo Acquisition, LLC | Partner | 10/2021 | 25-50% |
WPCG Apella, LLC | Member | 10/2021 | 25-50% |
Catapult Investments, LLC | Member | 10/2021 | 50-75% |
Carlson, Laura | Tax Manager/member | 07/2022 | < 5% |
Nemetz, Stacie, Renae | Senior Financial Advisor/member | 07/2022 | < 5% |
Martin, Robert | Co-president | 08/2022 | < 5% |
Scanlan, James, John | Co-president | 08/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 22