# APPLE & ASSOCIATES

APPLE & ASSOCIATES of GRASS VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 126849
- Type: SEC-registered investment adviser
- SEC file number: 801-134872
- Location: 565 BRUNSWICK ROAD, SUITE 8, GRASS VALLEY, CA, 95945
- Phone: (530)-272-1346
- Latest filing: 2026-03-04
- Regulatory AUM: $137.7M
- Discretionary AUM: $137.7M
- Clients: 4
- Accounts: 525

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Bryce Apple | PARTNER | — |
| Michelle Lee Apple | PARTNER/CHIEF COMPLIANCE OFFICER | — |
| APPLE DANIEL BRYCE | PARTNER | — |
| APPLE MICHELLE LEE | PARTNER; PARTNER/CCO; PARTNER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126849/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126849/similar
- Related entities: https://search.stillhousedata.com/firm/126849/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126849

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.