Apple & Company, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,829,846
Clients
86
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
Very HighAverage account size
$718,952
About
Apple & Company, Inc. provides discretionary portfolio management through its Apple Management Program and fee‑for‑service financial planning to individuals, businesses and trusts, covering retirement, tax, insurance, college funding and qualified plan subaccount analysis. The firm’s brochure notes it commonly works with high‑net‑worth, accredited investors while also accepting clients without formal account minimums.
The firm implements asset‑allocation models that combine mutual funds, ETFs and a range of alternative investments, emphasizing mutual funds that trade once per day to reduce intraday execution risk. Trading and rebalancing occur as conditions warrant and the firm also offers non‑management planning engagements billed hourly or as fixed fees.
Notable features include the adviser’s dual registration with a broker‑dealer and licensing to offer insurance and annuity products, which the brochure discloses can generate commissionable transactions and potential conflicts of interest. The firm reports roughly $62 million in discretionary assets across about 86 clients and excludes certain illiquid alternative investments from fee calculations, practices that distinguish its client mix and fee treatment from many peers.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Annuities
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning and consultative sessions may be negotiated
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,999,999: 0.60% $5,000,000+: 0.50%
Commissions on securities transactions, insurance products, and broker/dealer 12b-1 fees
Hourly fees usually range from $200 to $250 per hour
Fee-only: Hourly fees ranging from $200 to $250 per hour; Fixed fees may be negotiated
Main office location
Apple & Company, Inc.
Nashville TN, United States
Number of offices
1
Most active in
Apple & Company, Inc. has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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