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 who works in Nashville, Tennessee who has 1 year of relevant experience. Slate currently works for Applied Capital LLC. Over the course of their career, they have held roles at Toothman Structure Movers, Elevate Tennessee LLC, Fed Ex, Barren River District Health Department, International Association Of Structural Movers, Applied Capital and Full Time Student. Slate maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Tennessee and Texas. Applied Capital LLC is an advisory business operating out of Little Rock, AR. The company has a total of 10 advisors. It administers $234 million in assets under management between its 2,035 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,035 customer accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on the type of financial services. 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

Ethan Slate Work History

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

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

2009 - 2013 (4 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 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

Seth Haile
Little Rock, AR
John Hudson
Little Rock, AR
Timothy Cantrell
Little Rock, AR
Cannon Pace
Nashville, TN
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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