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Applied Capital Management About Us

About us

About us

Applied Capital Management was founded in 1990, years before David Hunt would become its owner. He joined as an intern, working alongside a senior advisor and earning his way through licensing, credentials, and years of firsthand experience. Over time, he became part of the firm's succession plan and eventually took over the business and the client relationships that came with it. A practice built that way, from the inside out over the course of a career, tends to hold on to the things that matter.

What Drives Us The Values Behind Every Conversation.

The way we handle a recommendation, a phone call, or a difficult market stretch comes from the same set of principles.

What Our Name Means


Capital isn't only financial. It includes the knowledge clients bring to a conversation, the decisions they've already made, the goals they're working toward, and the tangible assets they've built along the way. "Applied" reflects what we do with all of it: organize it within a comprehensive financial plan, allocate it across the areas of life that call for attention, and revisit it as circumstances change. Applied Capital Management is a description of what we actually do.

What Drives Us


Care, diligence, and a personal approach tend to show up in the specifics: answering the phone, being open and available when a client drops by unannounced, explaining what we recommend and the reasoning behind it, and giving every client the same level of attention regardless of account size. Those qualities have kept clients coming back for decades and brought their siblings, co-workers, neighbors, and friends along with them.

Meet the Team Led from the Front

David Hunt doesn't oversee this practice from a distance. As the principal advisor, he is directly involved in client relationships from the first meeting through every decision that follows. The team around him is built to support that level of engagement, keeping the practice personal and the advice consistent.

David Hunt

David Hunt, CFA®, CFP®

President, Owner & Financial Planner

Cris Navarro

Cris Navarro

Advisor Assistant

Start The Conversation Let's Talk About Your Situation

The first meeting comes with no obligation, and it's the simplest way to find out whether we're the right fit for each other. When you're ready to start, we're here.

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