FUNDRAISING NEWS | April 17, 2024
Apella Capital has acquired ClearLogic Financial, a Reston, Virginia-based RIA managing $464 million in assets. This transaction marks Apella's seventeenth acquisition and notably, its sixth since partnering with Wealth Partners Capital Group (WPCG) in 2021. The financial specifics of the deal were not disclosed to the public.
ClearLogic Financial was founded by Mark Atherton and was initially registered under the name Ticknor Atherton & Associates in 2004. The firm underwent a rebranding to ClearLogic in January 2015. It primarily provides financial advisory services to professionals and pre-retirees across both public and private sectors. Clearlogic is made up of an 8-person team.
As of March 2024, Apella Capital managed approximately $3.8 billion in assets.
To view the press release, click here. 
John Washington is the Data Research Analyst at Dakota.
