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APPLIED FINANCE ADVISORS, LLC

SAN ANTONIO, TX · CRD 140054 · IAPD ↗ · appliedfinancefunds.com · 210-204-7479

$2.05BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2025 — APPLIED FINANCE ADVISORS, LLC reported RAUM up 27% ($1.30B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2024 — APPLIED FINANCE ADVISORS, LLC changed its website from trtadvisors.com to appliedfinancefunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
75
April 2024 — APPLIED FINANCE ADVISORS, LLC crossed $1B in regulatory AUM ($762.0M -> $1.30B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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