APPLIED CAPITAL LLC

415 N. Mckinley Street
Suite 1045
Little Rock, Arkansas 72205
Tel: (501) 500-0890

About APPLIED CAPITAL LLC

APPLIED CAPITAL LLC, formally registered with the SEC as APPLIED CAPITAL LLC. The firm was established in 04/26/2019. They have over 2 offices throughout the country.

APPLIED CAPITAL LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $233,797,486 assets under management, offering retirement planning & investment advisory services to 2035 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166175
SEC#	801-115146
Assets Managed by Firm	$233,797,486
No. of Clients	2035
No. of Advisors	10

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	2035	$233,797,486
Individuals (other than high net worth individuals)	631	$115,950,030
High net worth individuals	58	$117,847,456

Inquire with APPLIED CAPITAL LLC

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ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,704,710,870	7899	247
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