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| Apella Capital LLC
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|---|---|
| CRD # | 171106 |
| SEC # | 801-79650 |
| CIK # | 0001801507 |
| AUM | 11.1 B (2026-06-26) |
| Employees | 179 (49% Investors, 0% Brokers) |
| Phone | 860-785-2260 |
| Address | 65 Memorial Drive West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,548 | 1.1 |
| (b) Individuals (high net worth individuals) | 3,591 | 9.4 |
| (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 | 145 | 0.4 |
| (h) Charitable organizations | 129 | 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 | 90 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 24,058 | 11.1 |
| By Discretionary | ||
| Discretionary | 17,089 | 8.8 |
| Non-Discretionary | 6,969 | 2.3 |
| Total | 24,058 | 11.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.1 | |
| Total | 24,058 | 11.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801507] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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