A complete list of active advisors currently associated with Applied Capital LLC

Warmer can help you find a great advisor at Applied Capital LLC or one who fits your needs even better.

Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high‑net‑worth clients, offering portfolio management, financial planning, and estate‑planning access via a third‑party platform. The firm’s brochure reports $384,567,299 in discretionary assets under management as of 02/28/2026 and notes a preferred account minimum of $100,000. The firm’s investment approach emphasizes long‑term asset allocation and diversification using mutual funds, ETFs, equities, and bonds, with modest factor tilts where appropriate and regular portfolio monitoring. Applied Capital may use vetted alternative investments (private REITs, interval funds, private credit, structured notes) for select clients, generally discourages direct crypto exposure, and may engage the SyntheticFi platform to implement securities‑backed lending while billing AUM on gross asset value. Applied Capital’s brochure discloses an affiliation with Cleveland Accounting & Consulting, PA and identifies a certified accountant among its principals who may offer accounting services to clients, a relationship the firm highlights and discloses as a potential conflict of interest. The firm also integrates digital estate‑planning tools (Wealth.com) into its planning services and offers multi‑tiered financial planning, including a Collaborative tier that can involve external specialists and higher‑complexity engagements.

To learn more about the advisors currently working at Applied Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.