Ethan
Slate

Applied Capital LLC

CRD#7490132
Investment Advisor
in Nashville, TN

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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

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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
John Hudson
Little Rock, AR
Tyler Baskin
Nashville, TN
Bradley Raines
Little Rock, AR
Timothy Cantrell
Little Rock, AR
Cannon Pace
Nashville, TN
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.

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