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APPLIED FINANCE ADVISORS, LLC
CRD 140054File 801-66461
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.05B
Top 25% of cohort (national)
Discretionary AUM
$2.05B
Clients
2
9 accounts
Employees
6
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 17, 2006
- Principal office
- 17806 IH 10, SUITE 300, SAN ANTONIO, TX, 78257
- Phone
- 210-204-7479
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.05B
- Discretionary AUM
- $2.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $1.03B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $2.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
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 |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,653,147,827 | $2,052,081,914 | increased by$398,934,087 |
| Apr 1, 2026 | Accounts | 4 | 9 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $605,084,139 | $1,653,147,827 | increased by$1,048,063,688 |
| Mar 1, 2022 | Employees | 4 | 5 | increased by1 |
| Mar 1, 2022 | Clients | 1 | 2 | increased by1 |
| Mar 1, 2022 | AUM | $221,158,037 | $605,084,139 | increased by$383,926,102 |
| Mar 1, 2022 | Accounts | 3 | 4 | increased by1 |
| Apr 1, 2021 | 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 FINANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APPLIED FINANCE” 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.