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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2013
- Office Locations
- 2
Office Locations
About Applied Capital LLC
Applied Capital LLC is a Little Rock-based RIA with 2 offices. The firm has been operating for 13 years. Managing $357.5M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between August 25, 2025 and March 10, 2026, reported AUM increased 21.9%, from $293.4M to $357.5M.
Across 5 reported observations, AUM increased 52.1% between November 23, 2022 and March 10, 2026, from $235.0M to $357.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 687 clients, or 85.9 clients per representative. That equates to $520.4K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Bradley W. Raines
Principal Investment Advisor
- CRD
- #5302797
- Ownership
- 75% or more
CHRISTOPHER W. WILLIAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Heather L Berry
Team Investment Advisor
- CRD
- #8173632
Timothy M. Cantrell
Principal Investment Advisor | Financial Planner
- CRD
- #6071087
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,525,640 | $162,512 |
| Non-Discretionary | $0 | -- |
| Total | $357,525,640 | $162,512 |
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Separately Managed Accounts
SMA allocation detail is available
Applied Capital LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Applied Capital LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.