| 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 |
Applied Finance Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Applied Finance Advisors, LLC reports 6 employees.
Applied Finance Advisors, LLC is based in San Antonio, TX and has been SEC-registered since 2006.
Applied Finance Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.65B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.65B |