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Kathleen S. Parks 10414 Jackson Oaks Way Suite 101 Knoxville, TN 37922Apella Capital, LLC 151 National Drive Glastonbury, CT 06033 8607852260 May 2020FORM ADV PART 2B BROCHURE SUPPLEMENT This brochure

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How to fill out form adv part 2b

01

Gather all necessary information regarding business operations and key personnel.

02

Provide detailed information about the firm's ownership structure.

03

Disclose any conflicts of interest and how they are addressed.

04

Outline the firm's fee schedule and any additional compensation arrangements.

05

Detail the firm's investment strategy and any potential risks involved.

06

Include any other relevant information required by the SEC.

Who needs form adv part 2b?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2B.

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What is form adv part 2b?

Form ADV Part 2B is a brochure supplement that provides information about specific individuals at an investment advisory firm who provide investment advice to clients.

Who is required to file form adv part 2b?

Registered investment advisors with the SEC are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

Form ADV Part 2B can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with clear and comprehensive information about the individuals at an investment advisory firm who provide investment advice.

What information must be reported on form adv part 2b?

Form ADV Part 2B must include information such as the advisor's educational background, business experience, disciplinary history, and other business activities.

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