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Monday, September 28, 2026The Morning Brief →Sign in
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Apella Capital

WEST HARTFORD, CT
CRD: 171106
In PWD coverage since September 17, 2026 · 2 stories
$11.1BRegulatory AUMSEC Form ADV · Sep 25
179EmployeesForm ADV
Regulatory AUM · Sep 18 – Sep 25
PWD coverage
The Close

The next M&A multiple is a refill rate

Steward's $950 million book moves a $50 billion platform by less than 2%; the Delta network behind it is the asset no filing reports.
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