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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumNorth
- Established Date
- 11-19-2003
- Office Locations
- 1
Office Locations
About Applied Capital
Applied Capital LLC is a Florida-based SEC-registered investment adviser providing investment advisory services to retail and institutional clients, with a stated focus on active management, asset allocation, and risk management. Public filings indicate portfolios are predominantly implemented via ETFs, with Charles Schwab as a primary custodian, and the firm highlights planning support such as portfolio construction and business succession for clients including entrepreneurs.
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Investment Themes
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Owner & Executives
LENNY KISIN
Chief Compliance Officer, President
- CRD
- #4725067
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Victor Kisin
--
- CRD
- #8114355
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,400,236 | $373,872 |
| Non-Discretionary | $0 | -- |
| Total | $157,400,236 | $373,872 |
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Separately Managed Accounts
Total SMA Asset: $157,400,236
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,184,707 | 61.3% |
| Derivatives | $380,172,074 | 38.7% |
| Total | $982,356,781 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER VECTOR | WAVE PIONEER | WICPV98P2 | BOAVI | 11.49% | $101,115,847 |
| VALUE BEACON ZENITH | ZENITH TIMBER | 55CZKNW3K | ZJA | 8.04% | $10,948,739 |
| VECTOR PRIME CREST | FOCUS ZENITH | G6KY9J3T7 | OSUHA | 5.69% | $4,232,238 |
| BRIDGE FOCUS | FRONTIER CREST | CLTZ2CVAH | BUTQ | 7.62% | $101,773,204 |
| MERIDIAN ZENITH | VERTEX ZENITH | ADR9AOBY5 | NVY | 9.17% | $84,938,345 |
| MOMENTUM NORTH | HORIZON ZENITH | 34ZE2L5SY | JLUE | 2.46% | $5,494,046 |
| RADIAL SUMMIT | OPTIMA DELTA | EWGBP19TP | CAFVE | 9.88% | $41,730,698 |
| SIGNAL SIGNAL | ELEMENT WAVE | CF3JZA56S | XOWE | 5.03% | $103,140,845 |