APPLIED CAPITAL LLC

Overview

Applied Capital LLC is a fee-based independent registered investment adviser that focuses on financial planning and portfolio management for individuals and families. The firm runs portfolios that are heavily centered on pooled public funds and ETFs as core equity exposure, supplemented by targeted allocations to alternatives for diversification and yield. Investment activity shows a tilt toward manager-sourced mutual funds and ETFs rather than direct-stock concentration, and the manager’s playbook emphasizes broad-market and factor-oriented equity exposure alongside income and real-asset sleeves. Applied Capital charges a percentage-of-AUM fee and appears to position itself as a multi-portfolio manager for private clients, blending core public funds with select alternative allocations. The firm is not characterized as an active ESG investor and maintains relationships with outside accounting professionals, suggesting coordination with tax and financial reporting advisors in client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices