A
CRD: 166175
Applied Capital LLC
Little Rock, AR, 72205
5015000890
$357.5M Total AUM
$357.5M Disc. AUM
15.2% 3Y CAGR
9 Employees
687 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2013
- Office Locations
- 2
Office Locations
40 Music Square East, Suite 102 Nashville TN
415 N. Mckinley Street Suite 1045 Little Rock AR
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. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
36 AVG AGE
$44.7M AVG AUM / ADVISOR
$520.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
13yrs Firm Age
Insights
Premium access reveals conviction themes in pathway radial wave.
Premium access reveals conviction themes in horizon delta ember.
Upgrade to reveal position-level detail across crest summit.
Unlock to compare peer behavior around delta timber.
Full visibility includes strategy notes for pioneer north oak.
Full visibility includes strategy notes for unison zenith capital.
Unlock to compare peer behavior around catalyst unison.
Request access to benchmark trends tied to meridian.
Asset Classes
Pathway momentum Fusion quantum Prime Oak eagle
Investment Themes
Prime value Unison prime
Investment Vehicles
Vector meridian
Platform
Legacy
Services
Peak Legacy atlas Ember Value signal Focus Foundation legacy Capital
Owner & Executives
Bradley W. Raines
--
- CRD
- #5302797
- Ownership
- 75% or more
(699) 201-7717
alpha.north@peakcapital.com
in linkedin.com/in/capital-glacier
C
CHRISTOPHER W. WILLIAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(801) 833-4283
atlas.oak@elementcapital.com
in linkedin.com/in/vital-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
H
Heather L Berry
--
- CRD
- #8173632
(758) 398-7808
zenith.ridge@matrixcapital.com
in linkedin.com/in/oak-frontier
Timothy M. Cantrell
--
- CRD
- #6071087
(212) 299-4658
momentum.north@fusioncapital.com
in linkedin.com/in/north-quantum
V
Vital vertex
Frontier value fusion
- CRD
- #72222
(231) 968-2870
catalyst.crest@embercapital.com
in linkedin.com/in/pioneer-ember
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,525,640 | $162,512 |
| Non-Discretionary | $0 | -- |
| Total | $357,525,640 | $162,512 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $357,525,640
Public Funds:
19.8% Equity - Exchange:
30.3% U.S. Government/Agency:
22.8% Cash:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,119,280,708 | 19.8% |
| Equity - Exchange | $1,712,838,659 | 30.3% |
| U.S. Government/Agency | $1,288,868,694 | 22.8% |
| Cash | $1,531,944,806 | 27.1% |
| Total | $5,652,932,867 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION MOMENTUM HORIZON | FRONTIER QUANTUM | HKUKT2O03 | ATFBK | 9.83% | $14,633,683 |
| ALPHA MERIDIAN HORIZON | INSIGHT WAVE | DTWWD4MX9 | UAFU | 10.88% | $62,154,129 |
| RIDGE NORTH ELEMENT | CAPITAL RIDGE | I4FCI9IJJ | ALD | 7.64% | $24,090,232 |
| CAPITAL MATRIX VALUE | NORTH BRIDGE | LWY9OQ7TT | QGVQ | 2.12% | $43,538,769 |
| INSIGHT FOCUS | ALPHA ZENITH | KHGDMGWT3 | QJIPF | 12.51% | $72,248,000 |
| FOUNDATION CREST | HARBOR GLACIER | M0PD72RGF | VZCQ | 0.81% | $71,781,590 |
| EAGLE DELTA | ZENITH ZENITH | DP777HDCP | WSUQ | 10.99% | $19,692,251 |
| PEAK MATRIX VITAL | VECTOR TIMBER | 9Z280TYUF | GCK | 1.92% | $7,913,619 |