Ethan
Slate

Applied Capital LLC

CRD#7490132
Investment Advisor
in Nashville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ethan Slate is a financial advisor based in Nashville, Tennessee, working with Applied Capital LLC. Ethan has previously held positions at Toothman Structure Movers, Elevate Tennessee LLC, Fed Ex, Barren River District Health Department, International Association Of Structural Movers, and Applied Capital. Ethan has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Ethan is part of Applied Capital LLC, which operates out of Nashville, Tennessee. The firm has 1 office and 10 employees. The firm manages assets totaling $286.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Applied Capital LLC includes asset-based fees.

Certifications and Registrations

Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Applied Capital LLC Brokerage Details

Total Assets Under Management

$286,602,838

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

10

TN Average: 42
Total Number of Accounts

2,255

TN Average: 1,714
Average Account Size

$127,097

TN Average: $513,539

Investment Advisory Services

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

Ethan Slate Work History

2021 - Present (3 years)

Applied Capital

2021 - 2021 (< 1 year)

Fed Ex

2021 - 2021 (< 1 year)

Barren River District Health Department

2019 - 2021 (2 years)

Elevate Tennessee LLC

2018 - 2021 (3 years)

International Association Of Structural Movers

2013 - 2021 (8 years)

Toothman Structure Movers

Disclosures

Please visit the SEC profile of Ethan Slate 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

Ethan Slate
Nashville, TN
Bradley Raines
Little Rock, AR
John Hudson
Little Rock, AR
Tyler Baskin
Nashville, TN
Cannon Pace
Nashville, TN
Timothy Cantrell
Little Rock, AR
David Cleveland
Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started