Applied Capital LLC

Applied Capital LLC is a Limited Liability Company established in January 2013, with Brad Raines as the principal owner. The firm offers investment supervisory services, including continuous investment management, client education, and model portfolio selection based on client objectives and risk tolerance. AC primarily utilizes mutual funds, ETFs, equities, and bonds, with additional securities like private REITs, interval funds, private credit funds, and structured notes when appropriate. The firm has a preferred account minimum of $100,000. Fees are negotiable based on client needs and complexity, with a tiered fee schedule adopted for consistency. AC does not participate in wrap fee programs and has assets under management of $293,411,421 as of 12/31/2024. The firm does not accept performance-based fees and acts as a fiduciary. Clients have investment discretion options, and AC does not accept voting authority for client securities. The firm has no disciplinary history, and financial information indicates stability without bankruptcy petitions in the last ten years.