Applied Capital

Overview

Applied Capital is an SEC-registered limited liability company that began registration in 2021 and is individually owned. The firm provides fee-based portfolio management—charging a percentage of assets under management—and serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory mandate is focused on portfolio management for individuals and small businesses. Applied Capital identifies equities, particularly exchange-traded instruments, as its primary investment preference and does not position itself as an active ESG investor or as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices