Nashville, TN Office

Team
Updated today
Applied Capital LLC logo

Applied Capital LLC

Team

Firm-wide stats for Applied Capital LLC

Total advisors

9

Across 2 offices

Clients per advisor

76 High

Avg AUM per client

$520,416 Low

HNW client ratio

14% Low

About

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.

Based on Applied Capital LLC

Expertise

Private / alternative investments

Based on Applied Capital LLC

Location

40 Music Square East, Suite 102

Nashville TN 37203

Advisors at this office

5

Advisors at this office

user avatar

Cannon P

Series 65

Nashville, TN

Applied Capital LLC

Cannon Pace is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and three years of industry experience. Prior to joining Applied Capital in 2022, his background includes roles outside the financial sector and periods as a full-time student. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Private / alternative investments
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Timothy C

Series 63, Series 65

Nashville, TN

Applied Capital LLC

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management from 2013 to 2015. Outside of his advisory role, he owns a business entity called Cantrell and Associates, which handles staff payments. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, using mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating estate-planning tools and offering collaborative financial planning services.

Private / alternative investments
user avatar

Jesse J

Series 66

Nashville, TN

Applied Capital LLC

Jesse Johnson is a financial advisor at Applied Capital LLC with one year of experience at the firm. He holds a Series 66 designation and has prior experience with Jackson National Life Distributors, LLC, Equitable Advisors, LLC, and other companies. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets. The firm emphasizes asset allocation and diversification using market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Private / alternative investments
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Ethan S

Series 65

Nashville, TN

Applied Capital LLC

Ethan Slate is a financial advisor with Applied Capital LLC in Nashville, TN, holding a Series 65 designation and four years of industry experience. Prior to joining Applied Capital in 2021, he held roles at Barren River District Health Department, Fed Ex, Elevate Tennessee LLC, the International Association of Structural Movers, and Toothman Structure Movers. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through both fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, focusing on asset allocation and diversification using primarily mutual funds, ETFs, equities, and bonds.

Private / alternative investments
user avatar

John H

Series 63, Series 65

Nashville, TN

Applied Capital LLC

John Hudson III is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Applied Capital since 2015 and has also worked with Timothy Cantrell since 2013. Outside of his advisory role, he is a licensed insurance agent. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term asset allocation and diversification across various asset classes and incorporates alternative investments and digital estate-planning tools in its offerings.

Private / alternative investments
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