Applied Capital
Applied Capital is an SEC-registered mass-market adviser with $157.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Applied Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128996, SEC 801-122829, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $157.4M (2026-01-14)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 265
- CRD
- 128996
- Ownership
- KISIN, LENNY
How much AUM does Applied Capital have?
Applied Capital reported $157.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Applied Capital?
Disclosed owners and executives of Applied Capital include KISIN, LENNY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.