Applied Finance Advisors, LLC

Overview

Applied Finance Advisors, LLC is an SEC-registered limited liability company that has operated since 2006. The firm serves institutional clients and charges fees as a percentage of assets under management. Its regulatory profile indicates it acts as a registered representative of a broker‑dealer and provides portfolio management services for investment companies. The adviser is organized as a domestic entity with individual ownership and is not positioned as a capital allocator, pension consultant, or multi‑state adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives