Applied Capital – Nashville
Contact Information
-
Address
Nashville, TN -
Phone
(615) 800-6105 -
Website
appliedcapital.com
Location
About Applied Capital – Nashville
Applied Capital - Nashville is a financial planner in Nashville, TN. The firm provides personal investment management and financial planning services for committed investors. It holds a 5.00 rating based on customer reviews.
The firm operates with a philosophy centered on understanding a client's Personal Economy, which encompasses everything an individual owns, owes, earns, and spends. Using this complete financial picture, the team makes recommendations intended to align with the client's best interests. Their approach is guided by academic research and a belief in efficient markets, focusing on building and managing well-diversified portfolios in a cost-effective manner. Services include retirement planning, wealth preservation, and asset growth. The firm operates exclusively in a fiduciary manner on behalf of its clients, prioritizing comprehensive, fee-based advice. The Nashville office provides in-person connections, and the firm also works virtually with clients across the country.
The Nashville office features a team of five advisors who assist hundreds of client households. The broader Applied Capital organization was launched in 2013 and has grown to include offices in Little Rock, Arkansas, and Nashville, Tennessee. The firm obtained SEC registration in 2019 and employs eight investment advisors along with support staff and a dedicated compliance officer.
Applied Capital - Nashville is known for its positive customer rating and its focus on helping clients become disciplined investors. The firm provides specialized financial planning and investment management to clients in Nashville and throughout the country.
BizScoreAI gives Applied Capital - Nashville a Technical score of 86 out of 100, which ensures the website is secure and readable for search engines. The firm also holds a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to support potential recommendations.
Services:
- Asset Growth
- Financial Planning
- Investment Management
- Retirement Planning
- Wealth Preservation
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