Transparent. Disciplined. Informed.

Personal investment management and financial planning for committed investors.

We’re invested in you.

Welcome to Applied Capital, where your financial goals meet expert guidance and strategic investment solutions. As a premier investment firm, we specialize in crafting tailored strategies to optimize your financial growth and secure your future. With a dedicated team of seasoned professionals, we navigate the dynamic landscape of investment opportunities to deliver personalized portfolios designed to align with your unique objectives. Whether you're planning for retirement, wealth preservation, or seeking to grow your assets, we're here to empower you with the knowledge and resources necessary to make informed decisions and achieve your financial aspirations. Explore our services and discover why committed investors choose Applied Capital.

Learn about Applied Capital's financial planning process.

Our goal is to first understand what we call your Personal Economy, which is everything you own, owe, earn, and spend. Once we fully understand your complete financial picture, we can make recommendations that align with your best interest. From there, we work with our clients to execute and continually improve their ever-evolving financial plan.

Create a financial plan.

Learn how Applied Capital invests differently.

Guided by a strong belief in efficient markets and academic research, we help clients build and manage well-diversified portfolios in a cost effective manner. We serve clients who want transparency and results. Our goal is to help clients become disciplined investors who understand the investment process.

There is a different way to invest.

At Applied Capital, we believe in the power of collaboration and expertise. Together, we’re committed to delivering exceptional results and guiding you through the tricky parts of the financial world.

We have offices located in Little Rock, AR and Nashville, TN to connect in-person. We also work virtually with many clients across the country. Start a conversation with us today by connecting with an advisor.

Meet Your Team

Learn more about Applied Capital's Little Rock office.
Learn more about Applied Capital's Nashville office.

Ready to get started?