APPLIED FINANCE ADVISORS, LLC

CRD

140054

SEC file #

801-66461

EIN

640180810

DBA names

—

Economics

AUM

$2.05B

AUM band

$1B+

AUM trajectory

'20 · $198.7M

'21 · $213.6M

'22 · $605.1M

'23 · $605.1M

'25 · $1.65B

'26 · $2.05B

'20'26

$198.7M → $2.05B▲ +933%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 2 advisors

'21 · 2 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

2 advisors → 4 advisors▲ +100%

sec adv history

Primary office

SAN ANTONIO TX

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

appliedfinancefunds.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

APPLIED FINANCE GROUP. LTD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

APPLIED FINANCE GROUP. LTD

BLINN, PAUL, DONALD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

APPLIEDFINANCEFUNDS.COM

Rdap Domain Creation Date

2019-08-23T21:12:04Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy Online Services Cayman Islands Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

65,005

Form 5500 Compensation Trajectory 3y

2025

65,005

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

65,005

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000861176

Edgar Registered

Yes

Edgar Filing Count

124

Edgar First Filing Date

1999-06-29

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

111

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001140361-26-021193

Edgar Former Names

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

248 EAST CAPITOL STREETJACKSON, MS 39201

Business

248 EAST CAPITOL STREETJACKSON, MS 39201

Edgar EIN

640180810

Edgar Recent Filings

13F-HR2026-05-14 · 0001140361-26-021193

13F-HR2026-02-17 · 0001140361-26-005637

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-23T21:12:04Z

Rdap Domain Last Changed

2025-12-10T23:07:44Z

Rdap Nameservers

Ns1-01.azure-dns.comNs2-01.azure-dns.netNs3-01.azure-dns.orgNs4-01.azure-dns.info

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate