Stephen Barton Valley
Investment adviser representative at Apella Wealth
10 yearsExperience
2 statesRegistered in
CFADesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Apella WealthSep 2026 to now
- Morris Financial Concepts, Inc.Jan 2020 to Sep 2026
- Comprehensive Counseling ServicesJun 2016 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, SC).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3175953
- Firm CRD
- 171106