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Applied Capital LLC
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CRD # | 166175 |
SEC # | 801-115146 |
CIK # | 0001862965 |
AUM | $286.6 MM (2024-07-18) |
Employees | 10 (70% Investors, 0% Brokers) |
Phone | 501-500-0890 |
Address | 415 N Mckinley Street Little Rock, AR 72205 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 647 | 141.2 |
(b) Individuals (high net worth individuals) | 74 | 145.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,255 | 286.6 |
By Discretionary | ||
Discretionary | 2,255 | 286.6 |
Non-Discretionary | 0 | 0.0 |
Total | 2,255 | 286.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 286.6 | |
Total | 2,255 | 286.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001862965] |
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Mokosak Advisory Group LLC
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|
IA | 0.3 |
BAC Capital Advisors LLC
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WA | 0.3 |
Philip Vongontard CFA LLC
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MO | 0.3 |
Perennial Advisors Group LLC
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MA | 0.3 |
Three Bearings Fiduciary Advisors Inc
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NH | 0.3 |
Legacy Bridge LLC
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IA | 0.3 |
Professional Financial Solutions LLC
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VA | 0.3 |
Ted Buchan & Company LLC
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CA | 0.3 |
Prudent Man Investment Management Inc
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CO | 0.3 |
RPS Advisory Solutions LLC
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|
KY | 0.3 |