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APPLIED CAPITAL
Legal name: APPLIED CAPITAL LLC
CRD 128996File 801-122829
APPROVED
Retail clients
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$157.4M
Bottom 25% of cohort (national)
Discretionary AUM
$157.4M
Clients
265
421 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 3, 2021
- Principal office
- Not reported
- Phone
- 561-690-9955
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.4M
- Discretionary AUM
- $157.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 421
- Non-discretionary accounts
- 0
- Total accounts
- 421
- AUM per client
- $594K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $205K |
| High net worth individuals | 76 | $114.7M |
| Individuals (other than high net worth individuals) | 188 | $42.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 1 | 2 | increased by1 |
| Feb 1, 2026 | Clients | 252 | 265 | increased by13 |
| Feb 1, 2026 | AUM | $132,955,020 | $157,400,236 | increased by$24,445,216 |
| Feb 1, 2026 | Accounts | 400 | 421 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 262 | 252 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $112,690,074 | $132,955,020 | increased by$20,264,946 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 406 | 400 | decreased by6 |
| Feb 1, 2022 | Clients | 254 | 262 | increased by8 |
| Feb 1, 2022 | AUM | $107,950,459 | $112,690,074 | increased by$4,739,615 |
| Feb 1, 2022 | Accounts | 395 | 406 | increased by11 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “APPLIED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APPLIED CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.