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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