Joseph Kilner

What changed

Apella acquired Kilner Capital Advisors on Oct. 23; founder Joseph Kilner joined Apella as partner and senior wealth adviser with two team members.

Reported / discovered

Oct 28, 2026

Effective

Oct 23, 2026

New role

Partner and Senior Wealth Adviser

Previous role

Not reported

Market

Gaithersburg, MD

Reported book

$332M

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.