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APPLIED CAPITAL
APPLIED CAPITAL LLC
CRD 128996 · SEC 801-122829
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.4M
Discretionary AUM
$157.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $42.5M |
| High net worth individuals | 76 | $114.7M |
| Corporations/business entities | 1 | $205K |
States served
CA, GA, IL, MI, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD