Lamar Rochell
Advisor at Applied Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Applied Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72205
Credentials
Series 65
Industry experience
< 1 year
Lamar Rochell is a financial advisor at Applied Capital LLC in Little Rock, AR, holding a Series 65 designation. He has prior experience with Cottingham and Northwestern Mutual in investment and insurance services. Before entering the financial industry, he worked in healthcare and education roles, including at the University of Arkansas Monticello and Jefferson Regional Medical Center. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, emphasizing asset allocation and diversification through model portfolios and market-cap weighted index strategies. The firm manages approximately $293 million in discretionary assets and offers multi-tiered planning engagements that can coordinate with outside specialists.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.60% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually
Account minimum: $100,000 Minimum fee: Financial Planning minimum annual fee is $1,500 Fee-only: Fees are fee-only; commissions only accepted for insurance products by licensed agents, not for investment advisory services.
415 N. Mckinley Street, Suite 1045
Little Rock, AR 72205
Arkansas · Texas
Applied Capital LLC
2025 - Present (1 year)
Cottingham & Butler
2023 - 2025 (2 years)
Northwestern Mutual Investment Services LLC
2022 - 2023 (1 year)
Northwestern Mutual Life Insurance Company
2022 - 2023 (1 year)
Physical Therapy Institute
2018 - 2021 (3 years)
Jefferson Regional Medical Center
2015 - 2019 (4 years)
University of Arkansas Monticello
2008 - 2021 (13 years)
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