APPLIED CAPITAL LLC

APPLIED CAPITAL LLC is an SEC-registered investment adviser (CRD 128996). Regulatory assets under management: $157.4M.

Registration

• CRD: 128996
• SEC file number: 801-122829
• Type: Registered investment adviser
• Phone: 561-690-9955
• Latest filing: 2026-01-14
• Regulatory AUM: $157.4M
• Discretionary AUM: $157.4M
• Clients: 2
• Accounts: 421

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search