APPLIED CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $357.5M |
| Discretionary | $357.5M100% of AUM |
| Client Accounts | 2,200 |
| Avg Account Size | $163K |
| Employees | 9 |
| Peak AUM | $380.8MMar 2022 |
| AUM CAGR | +16.2% /yrover 7 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $358M | +21.9% | +14.8% | +5.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $357.5M |
| Discretionary | $357.5M |
| Employees | 9 |
| Client Accounts | 2200 |
| Client Range | 101-250 |
Contact & Location
Address
415 N. MCKINLEY STREET
LITTLE ROCK AR 72205
Phone
(501) 500-0890
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$358M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company