Ethan Slate
Applied Capital · Nashville, Tennessee
Ethan Slate is a fee-only financial advisor at Applied Capital in Nashville, Tennessee. Applied Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Applied Capital |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $357.5M across 2,200 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 7490132 |
| Exams passed | Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.appliedcaptal.com |
How Ethan's firm compares
- Applied Capital's average account is about $163,000, from its Form ADV (assets managed divided by 2,200 accounts).
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Questions about Ethan
Is Ethan Slate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ethan 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 Ethan charge for financial advice?
Ethan's firm, Applied Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Ethan Slate based?
Ethan Slate is based in Nashville, Tennessee.
Is Ethan Slate registered with the SEC?
Yes. Ethan Slate is registered as an investment adviser representative in TN and TX (CRD 7490132), 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 Ethan Slate?
Through Ethan'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.
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