Applied Finance Advisors, LLC

RIASEC RegisteredEst. 2006

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$228M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 140054
Registered since: April 17, 2006
Website: appliedfinancefunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Applied Finance Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2006. The firm serves an institutional client base and provides portfolio management specifically for investment companies. Its revenue model is asset-based, charging a percentage of AUM. Applied Finance Advisors functions as a registered representative of a broker-dealer in addition to its advisory role. The firm is not structured as a capital allocator and is not presented as a multi-state or newly formed adviser. It does not identify as an active ESG investor, nor is it listed as a pension consultant or related adviser to another advisory firm.