APPLIED FINANCE ADVISORS, LLC
CRD #140054 SEC #801-66461 SAN ANTONIO, TX 210-204-7479
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
6
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 6 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2023 | $762M | $762M | $0 | 5 | 0 |
| Feb 2022 | $605.1M | $605.1M | $0 | 5 | 0 |
| Feb 2021 | $221.2M | $221.2M | $0 | 4 | 1 |
| Mar 2020 | $213.6M | $213.6M | $0 | 4 | 0 |
| Aug 2019 | $198.7M | $198.7M | $0 | 4 | 0 |
| Aug 2019 | $198.7M | $198.7M | $0 | 4 | 0 |
| Apr 2019 | $198.7M | $198.7M | $0 | 4 | 0 |
| Apr 2018 | $233.4M | $233.4M | $0 | 4 | 0 |
| Jul 2017 | $174.4M | $174.4M | $0 | 4 | 1 |
| Apr 2017 | $174.4M | $174.4M | $0 | 4 | 1 |
| Mar 2016 | $206.1M | $206.1M | $0 | 4 | 1 |
| May 2015 | $215.7M | $215.7M | $0 | 4 | 1 |
| Apr 2015 | $215.7M | $215.7M | $0 | 4 | 1 |
| Sep 2014 | $177M | $177M | $0 | 4 | 1 |
| Aug 2014 | $177M | $177M | $0 | 4 | 1 |
| Apr 2014 | $102M | $102M | $0 | 4 | 1 |
| Mar 2013 | $61.1M | $61.1M | $0 | 4 | 1 |
| Mar 2012 | $76M | $76M | $0 | 1 | 1 |
| Apr 2011 | $38.2M | $38.2M | $0 | 5 | -- |
| Oct 2010 | $28.5M | $28.5M | $0 | 5 | -- |
| Mar 2010 | $28.5M | $28.5M | $0 | 5 | -- |
| Mar 2009 | $20.5M | $20.5M | $0 | 5 | -- |
| Mar 2008 | $15M | $15M | $0 | 5 | -- |
| Jan 2008 | $15M | $15M | $0 | 5 | -- |
| Mar 2007 | $1.3M | $1.3M | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$762M
Discretionary$762M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$605.1M
Discretionary$605.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2020
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees4
Clients1
DateApr 2017
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees4
Clients1
DateMay 2015
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2015
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees4
Clients1
DateSep 2014
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees4
Clients1
DateAug 2014
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees4
Clients1
DateApr 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--