Applied Capital, LLC is a registered investment advisor based in Hollywood, Florida, owned and operated by Lenny Kisin. The firm focuses on helping individuals and high-net-worth clients build, manage, and preserve their wealth through personalized investment management services. Applied Capital primarily employs a long-term investment strategy centered on selecting equity securities of well-established businesses with strong track records of paying and regularly increasing annual cash dividends, alongside utilizing exchange-traded funds, mutual funds, bonds, options, and other public and private securities. Portfolios are managed on a discretionary basis, meaning Applied Capital makes day-to-day trading decisions on behalf of clients according to established investment plans, goals, risk tolerances, and time horizons. Client assets are held with independent qualified custodians, such as Charles Schwab & Co., Inc. Advisor Services. Applied Capital does not sponsor a wrap fee program and emphasizes continuous portfolio monitoring and periodic rebalancing to align with changing client needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual advisory fee is 1.80%. Specific fees are set in the investment management agreement and may vary based on account size, portfolio complexity, and activity. Family-related accounts may receive reduced fees, and household accounts are aggregated for fee calculation.