APPLE & COMPANY, INC.

APPLE & COMPANY, INC. is an SEC-registered investment adviser (CRD 142298). Regulatory assets under management: $61.8M.

Registration

• CRD: 142298
• Type: Registered investment adviser
• Phone: 615-256-3807
• Latest filing: 2026-08-05
• Regulatory AUM: $61.8M
• Discretionary AUM: $61.8M
• Clients: 1
• Accounts: 194

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search