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Matthew Victor Kisin

Investment adviser representative at Applied Capital
12 yearsExperience
6 statesRegistered in
CFADesignation
$157.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Applied Capital LLCJul 2023 to now
  2. Ernst & Young LLPAug 2022 to Jun 2023
  3. Tulane UniversityAug 2018 to May 2022
  4. Highland Park High SchoolAug 2014 to May 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 6 states (CA, FL, IL, MI, OH, TX).

Applied Capital

Legal name: Applied Capital LLC

$157.4MAssets managed
265Clients
2Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8114355
Firm CRD
128996
Advisor's SEC record (opens in a new tab)
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