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APPLIED CAPITAL LLC
CRD 166175 · SEC 801-115146
415 N. MCKINLEY STREET, SUITE 1045, LITTLE ROCK, AR, 72205, United States
Phone
(501) 500-0890
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.5M
Discretionary AUM
$357.5M
Team
9 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 593 | $165.8M |
| High net worth individuals | 94 | $191.7M |
States served
AR, CO, IL, KY, LA, MS, NC, OH, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD