APPLIED CAPITAL MANAGEMENT, LLC

Overview

Applied Capital Management, LLC operates as a small, privately held advisory and insurance services firm that combines financial planning and client education with brokerage-style insurance work. Investment activity centers on using third-party vehicles—mutual funds and annuities—for core exposures, while selectively allocating to alternative asset classes such as real estate, commodities and oil & gas for diversification and non-correlated return potential. The firm’s fee model emphasizes hourly and fixed-fee engagements rather than asset-based fees, and it supplements advisory work with educational seminars and workshops. The firm is not positioned as a capital allocator; instead it sources external managers and product providers to implement alternative strategies and insurance solutions. Applied Capital Management does not identify as an active ESG investor and is not flagged as a multistate adviser. Its business mix suggests a hybrid practice that pairs insurance distribution and product-based planning with modest discretionary portfolio management.

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Investments & Alternatives

Location & Offices