Applied Finance Advisors, LLC
● SEC registered since 2006CRD 140054SEC# 801-66461San Antonio, TX
Reg. AUM
$2.05B
Employees
6
Accounts
9
Location
San Antonio, TX
Applied Finance Advisors, LLC assets under management
Applied Finance Advisors, LLC operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2006. It reports $2.1 billion in regulatory assets under management and employs 6 people.
Applied Finance Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Applied Finance Group. Ltd Control | Member | Over 75% | 2006 |
| Daniel James Obrycki Control | Managing Member | Under 5% | 2006 |
| David Dwain Jones Control | Chief Compliance Officer | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Applied Finance Advisors, LLC manage?
Applied Finance Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Applied Finance Advisors, LLC have?
Applied Finance Advisors, LLC reports 6 employees.
Where is Applied Finance Advisors, LLC located?
Applied Finance Advisors, LLC is based in San Antonio, TX and has been SEC-registered since 2006.
Does Applied Finance Advisors, LLC disclose fund performance?
Applied Finance Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17806 Ih 10, Suite 300, San Antonio, TX 78257 |
| Phone | 210-204-7479 |
| Office hours | 9:00 a.m. To 5:00 p.m., Eastern Time |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.05B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $2.05B