Applied Capital LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 166175
- Registered since
- April 26, 2019
- Website
- appliedcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.63%
- Individuals46.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Applied Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owner-operated and focuses its advisory services on individuals, families and small businesses, delivering financial planning and discretionary portfolio management on a fee-for-service basis (percentage of AUM). The adviser does not identify as an active ESG investor and is not positioned as a capital allocator; its public filings list accounting professionals among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities2%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Christopher Williams
Chief Compliance OfficerCRD 7349572
Contacts
3 of 9
David Cleveland
Financial AdvisorCRD 7636576
Cannon Pace
Financial AdvisorCRD 7565986
Timothy Cantrell
Principal & Financial AdvisorCRD 6071087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$310M in ETFs
50%
$153M
48%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $62.3M | 1,403,337 | 20.10% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 415 N Mc Kinley St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Gutierrez Wealth Advisory, LLC
RIALittle Rock, AR
Clientfirst Wealth Management, LLC
RIALittle Rock, AR
Horrell Capital Management, Inc.
RIALittle Rock, AR
Mendel Capital Management, LLC
RIALittle Rock, AR
Ifrah Financial Services, Inc.
RIALittle Rock, AR
Forest Hill Capital, LLC
RIALittle Rock, AR