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| Applied Capital LLC
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|---|---|
| CRD # | 166175 |
| SEC # | 801-115146 |
| CIK # | 0001862965, 0001965393 |
| AUM | 357.5 M (2026-03-10) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 501-500-0890 |
| Address | 415 N Mckinley Street Little Rock, AR 72205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.9 | ||
| Microsoft Corp | 5.1 | ||
| Travelers Companies Inc | 5.0 | ||
| Penske Automotive Group Inc | 4.9 | ||
| Facebook Inc | 4.5 | ||
| Royal Bank of Canada | 3.4 | ||
| Philip Morris International Inc | 3.3 | ||
| Visa Inc | 3.2 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Enterprise Products Partners L P | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 165.8 |
| (b) Individuals (high net worth individuals) | 94 | 191.7 |
| (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 | 2,200 | 357.5 |
| By Discretionary | ||
| Discretionary | 2,200 | 357.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,200 | 357.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.5 | |
| Total | 2,200 | 357.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862965] | |
| 13F-HR | [0001965393] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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