APPLIED FINANCE CAPITAL MANAGEMENT, LLC

CRD 226755File 801-98338

APPROVED

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.44B

Top 25% of cohort (national)

Discretionary AUM

$1.72B

Non-discretionary $2.72B

Clients

3,390 accounts

Employees

Top 10% of cohort in PR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 5, 2015
Principal office: 53 CALLE PALMERAS, SUITE 601, SAN JUAN, PR, 00901
Phone: 800-673-0400
Website: https://appliedfinance.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.44B
Discretionary AUM: $1.72B
Non-discretionary AUM: $2.72B
Discretionary accounts: 2,719
Non-discretionary accounts: 671
Total accounts: 3,390
AUM per client: $370.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Non-U.S. persons	Fewer than 5	$684.1M
Investment companies	1	$2.01B
Other investment advisers	6	$361.6M
Banking or thrift institutions	Fewer than 5	$358.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
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 17, 2026	Clients	19	12
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.