Apella Capital - Atlanta Employee Directory
Financial ServicesGeorgia, United States2-10 Employees
Apella Capital, also operating as Apella Wealth, is a U.S. financial advisory firm registered with the Securities and Exchange Commission. The firm is employee-owned and offers planning and investment solutions informed by independent, evidence-based analysis, leveraging academic research and historical data to shape portfolios and plans. Its approach emphasizes using evidence rather than speculation to help clients pursue their most important financial goals. Based in Atlanta in the Southeast region, it functions as a small advisory within the financial services industry. It conducts business only in jurisdictions where it is properly registered or exempt, and its communications are presented as general information rather than personalized investment advice. In June 2026, Apella named James J. Scanlan as Chief Executive Officer.