Applied Capital Management, Inc.

Applied Capital Management, Inc. (CRD# 111009) is a financial advisory firm headquartered in Londonderry, NH. They manage $15,331,873 in 71 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $215,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, TX

Financial Advisors at Applied Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Andrew P. Broady
CRD#: 1291557
50 Nashua Road, Suite 200, Londonderry, NH 03053
96
Wealthminder
score

Andrew Broady (CRD# 1291557) is an Investment Advisor Representative working at Applied Capital Management, Inc. in Londonderry, NH and has over 31 years of experience in the finance industry. Andrew Broady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Hunt
CRD#: 5369829
50 Nashua Road, Suite 200, Londonderry, NH 03053
96
Wealthminder
score

David Hunt (CRD# 5369829) is an Investment Advisor Representative working at Applied Capital Management, Inc. in Londonderry, NH and has over 7 years of experience in the finance industry.

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