Applied Capital

Overview

Applied Capital LLC is an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is structured as a limited liability company, owned by an individual, and charges clients fees based on a percentage of assets under management. Applied Capital serves both individual and family clients as well as institutional investors. It became SEC-registered in 2021. Applied Capital describes its core advisory activity as discretionary portfolio management. The firm is not positioned as a capital allocator and does not identify itself as an active ESG investor. Its stated preference is equity-oriented portfolios, with execution and custody relationships that support exchange-traded exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives