← Tributary

APPLIED CAPITAL

· CRD 128996 · IAPD ↗ · appliedcapitalllc.com · 561-690-9955

$157.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — APPLIED CAPITAL notice-filed in NJ, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.