APPLIED CAPITAL LLC

CRD 166175File 801-115146

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$357.5M

Below cohort median (national)

Discretionary AUM

$357.5M

Clients

687

2,200 accounts

Employees

Above cohort median in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 26, 2019
Principal office: 415 N. MCKINLEY STREET, SUITE 1045, LITTLE ROCK, AR, 72205
Phone: (501) 500-0890
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/2935176/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $357.5M
Discretionary AUM: $357.5M
Non-discretionary AUM: $0
Discretionary accounts: 2,200
Non-discretionary accounts: 0
Total accounts: 2,200
AUM per client: $520K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	94	$191.7M
Individuals (other than high net worth individuals)	593	$165.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.