Firm
Applied Capital
Little Rock, Arkansas
Fee-only
Applied Capital at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 9 employees and 687 individual clients, 94 of them high net worth.
- Its average account is about $163,000 (assets it manages divided by its 2,200 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | appliedcaptal.com |
| Phone | (501) 500-0890 |
Applied Capital fees
Applied Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $358 million |
| Individual clients | 593 |
| High-net-worth clients | 94 |
| Accounts managed | 2,200 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-115146) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 166175 |