RIA Intel›Advisers›Connecticut›APELLA CAPITAL, LLC

APELLA CAPITAL, LLC

Advisory

N·WEST HARTFORD, CT

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM

$11.1B

1-Year AUM Growth

+35.1%

3-Year CAGR

+27.3%

Employees

88

Assets Under Management

Total AUM$11.1B

Discretionary AUM$8.8B

Non-Discretionary AUM$2.3B

Discretionary %79.3%

Total Clients6,901

Team

Total Employees88

Investment Advisers179

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record60

First FilingApr 16, 2014

Latest FilingJul 22, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on APELLA CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.