David Cleveland
Applied Capital · Little Rock, Arkansas
David Cleveland is a fee-only financial advisor at Applied Capital in Little Rock, Arkansas. Applied Capital reports charging a percentage of assets on its Form ADV.
Request an introduction to David →
Facts
| Firm | Applied Capital |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $357.5M across 2,200 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 7636576 |
| Exams passed | Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.appliedcaptal.com |
How David's firm compares
- Applied Capital's average account is about $163,000, from its Form ADV (assets managed divided by 2,200 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Cleveland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Applied Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Applied Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is David Cleveland based?
David Cleveland is based in Little Rock, Arkansas.
Is David Cleveland registered with the SEC?
Yes. David Cleveland is registered as an investment adviser representative in AR and TX (CRD 7636576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Applied Capital manage?
Applied Capital reports $357.5M across 2,200 accounts in assets under management.
How do I contact David Cleveland?
Through David's website, www.appliedcaptal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.