Overview
Assets Under Management: $157 million
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
APPLIED CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128996), APPLIED CAPITAL is subject to fiduciary duty under federal law.
APPLIED CAPITAL serves 76 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, APPLIED CAPITAL offers portfolio management for individuals. View all service details ↓
APPLIED CAPITAL manages $157 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, APPLIED CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 421
Discretionary Accounts: 421
Regulatory Filings
CRD Number: 128996
Filing ID: 2039956
Last Filing Date: 2026-01-14 09:42:47