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| Apella Capital LLC
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|
|---|---|
| CRD # | 171106 |
| SEC # | 801-79650 |
| CIK # | 0001801507 |
| AUM | $2.5 BB (2023-03-29) |
| Employees | 67 (45% Investors, 0% Brokers) |
| Phone | 860-785-2260 |
| Address | 151 National Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,929 | 0.5 |
| (b) Individuals (high net worth individuals) | 895 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 0.3 |
| (h) Charitable organizations | 28 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,259 | 2.5 |
| By Discretionary | ||
| Discretionary | 6,940 | 2.1 |
| Non-Discretionary | 319 | 0.4 |
| Total | 7,259 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 7,259 | 2.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001801507] |
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|---|---|---|
|
Klingman and Associates LLC
✚
|
NY | 2.8 |
|
Vanguard Personalized Indexing Managment LLC
✚
|
CA | 2.7 |
|
Northcrest Asset Management LLC
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|
MN | 2.7 |
|
Waters Parkerson & Co LLC
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LA | 2.3 |
|
Pittenger & Anderson Inc
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NE | 2.3 |
|
Cardiff Park Advisors LLC
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CA | 2.2 |
|
Vigilant Capital Management LLC
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|
ME | 2.2 |
|
Northeast Investment Management Inc
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|
MA | 2.1 |
|
Connecticut Wealth Management LLC
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|
CT | 2.1 |
|
Sigfig Wealth Management LLC
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AZ | 2.1 |