Cannon
Pace

Applied Capital LLC

CRD#7565986
Investment Advisor
in Nashville, TN

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About this Advisor

Cannon Pace is a financial advisor operating out of Nashville, Tennessee with a total of 1 year of industry experience. Pace is on the advisory team at Applied Capital LLC. Over the course of their career, Pace has held roles at Safe Harbor Marinas, Bowling Green Country Club, Weedman Lawncare, Applied Capital and Full Time Student. Pace has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Tennessee and Texas. Applied Capital LLC is a registered investment firm that has its headquarters in Little Rock, AR. The company has a total of 10 advisors. It controls $234 million in assets under management between its 2,035 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,035 accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Applied Capital LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

40 Music Square East, Suite 102
Nashville, TN 37203

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Applied Capital LLC Brokerage Details

Total Assets Under Management

$233,797,486

TN Average: $880,205,985
Total Number of Employees

10

TN Average: 42
Total Number of Accounts

2,035

TN Average: 1,714
Average Account Size

$114,888

TN Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cannon Pace Work History

Cannon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Applied Capital

2021 - 2022 (1 year)

Full Time Student

2020 - 2021 (1 year)

Safe Harbor Marinas

2020 - 2021 (1 year)

Bowling Green Country Club

2017 - 2017 (< 1 year)

Weedman Lawncare

2017 - 2020 (3 years)

Full Time Student

2012 - 2017 (5 years)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cannon Pace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Applied Capital LLC

John Hudson
Little Rock, AR
Timothy Cantrell
Little Rock, AR
Cannon Pace
Nashville, TN
Seth Haile
Little Rock, AR
Bradley Raines
Little Rock, AR
Jacob Duke
Little Rock, AR
Ethan Slate
Nashville, TN
David Cleveland
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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