Applied Capital is an investment advisor in Little Rock with $235.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271774676
SEC advisor number
801-115146
FINRA CRD number
166175
AUM ?
$235.03 mm
(as of 23 Nov 22)
Accounts
2,012
(as of 23 Nov 22)
Employees
10
(7 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Raines, Bradley, W. | Principal Financial Advisor | 11/2012 | > 75% |
Williams, Christopher, W. | Chief Compliance Officer | 03/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22