Apella Acquires ClearLogic Financial


May 20, 2024

On April 16, 2024, Apella Capital LLC announced that it acquired ClearLogic Financial, Inc. 

Apella Capital LLC (“Apella”) acquired ClearLogic Financial, Inc. (“ClearLogic”). The entire ClearLogic team will join Apella and Mark Atherton, the President of ClearLogic, will become the Regional Director. Further terms of the transaction were not disclosed.

Apella, based in West Hartford, Connecticut, is a registered investment advisor and wealth management firm focusing on factor-based investing and planning. As of March 31, 2024, Apella had approximately $3.84 billion in assets under management.

ClearLogic, based in Reston, Virginia, is a registered investment advisor specializing in wealth management services for professionals and pre-retirees. As of April 2024, ClearLogic had approximately $464 million in assets under management. Turkey Hill Management represented ClearLogic in the transaction.

To read the press release: please click here.

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