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APPLIED FINANCE CAPITAL MANAGEMENT, LLC

SAN JUAN, PR · CRD 226755 · IAPD ↗ · appliedfinance.com · 800-673-0400

$4.44BRegulatory AUM
2Advisory reps
3Employees
9Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
August 2024 — APPLIED FINANCE CAPITAL MANAGEMENT, LLC reported RAUM up 46% ($3.01B -> $4.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — APPLIED FINANCE CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($2.24B -> $3.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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