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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 $293,411,420 assets under management, offering retirement planning & investment advisory services to 2067 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166175 |
| SEC# | 801-115146 |
| Assets Managed by Firm | $293,411,420 |
| No. of Clients | 2067 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2067 | $293,411,420 |
| Individuals (other than high net worth individuals) | 562 | $119,009,192 |
| High net worth individuals | 94 | $174,402,228 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
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