Applied Capital
Firm details
- Headquarters
- ,
- CRD number
- 128996
- Registered since
- December 3, 2021
- Website
- appliedcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.88%
- Individuals26.99%
- Corporations / Businesses0.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Applied Capital is a privately held limited liability company that operates as an independent, SEC-registered registered investment adviser (registration year 2021). The firm is owned by an individual and provides discretionary portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. Its fee schedule is asset-based (percentage of AUM). Applied Capital does not describe itself as an ESG investor, is not a multi-state adviser under its snapshot, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives2%
Contacts
2 of 2
Matthew Kisin
ComplianceCRD 8114355
Lenny Kisin
OwnerCRD 4725067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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