Investment adviser · CRD 166175
APPLIED CAPITAL LLC
Investment adviser filing (IA)
LITTLE ROCK, AR, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $358M Form ADV · Item 5.F
- Client accounts
- 2,200 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $191,731,789 | 53.6% |
| Individuals | 593 | $165,793,851 | 46.4% |
Filing source
Form ADV 2069643 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
415 N. MCKINLEY STREET, SUITE 1045LITTLE ROCK, AR, 72205, United States
CRD 166175
Filing source
Form ADV 2069643 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.