# APELLA CAPITAL, LLC

APELLA CAPITAL, LLC of WEST HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 171106
- Type: SEC-registered investment adviser
- SEC file number: 801-79650
- Location: 65 MEMORIAL DRIVE, SUITE C340, WEST HARTFORD, CT, 06107
- Phone: 860.785.2260
- Latest filing: 2026-07-22
- Regulatory AUM: $11.1B
- Discretionary AUM: $8.8B
- Non-discretionary AUM: $2.3B
- Clients: 179
- Accounts: 24,058

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Patrick Adam Sweeny | CHAIRMAN; MANAGER/CEO; MANAGER/MEMBER | Glastonbury, CT |
| Timothy Edward Richards | CCO | — |
| David Edward Connelly | MEMBER | — |
| James John Scanlan | PRESIDENT; PRESIDENT, CEO | — |
| Jason Maxwell Schuck | CFO | — |
| Meghan Jane Martin | COO | — |
| SIEGEL HARVEY | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| RICHTER EDWARD STUART | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| RICHARDS TIMOTHY EDWARD | CCO | — |
| CONNELLY DAVID EDWARD | MANAGER; MANAGER/MEMBER; PRINCIPAL/MEMBER | — |
| SWEENY PATRICK ADAM | MANAGER; MANAGER/MEMBER; MEMBER/CEO (+1 more) | — |
| MOONEY JOHN ALOYISUS | CCO | — |
| TERRANOVA ANN JENNIE | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| ATHERTON SAMUEL MARK | REGIONAL DIRECTOR/MEMBER | — |
| MARTIN JAMES ROBERT | CO-PRESIDENT | — |
| SCANLAN JOHN | CO-PRESIDENT; PRESIDENT | — |
| MCDONALD DONALD ANDERSON | EDUCATION DIRECTOR/MEMBER; EDUCATION DIRECTOR/OWNER; OWNER | — |
| COCK THOMAS CHARLES | OWNER; REGIONAL DIRECTOR/MEMBER; REGIONAL DIRECTOR/OWNER | — |
| DRAKE TAYLOR EVAN | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| BACON DIANA LYNN | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| PACE JOSHUA ADAM | CEO | — |
| EWART MITCHELL JON | FINANCIAL ADVISOR/MEMBER; FINANCIAL ADVISOR/OWNER; OWNER | — |
| CALANDRA PHILLIP ARNOLD | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| CARLSON LAURA | TAX MANAGER/MEMBER | — |
| NEMETZ STACIE RENAE | SENIOR FINANCIAL ADVISOR/MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171106/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171106/similar
- Related entities: https://search.stillhousedata.com/firm/171106/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171106

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.