Applied Finance Capital Management, LLC

Overview

Applied Finance Capital Management, LLC is an SEC registered investment adviser based in San Juan, PR, registered since 2015. It reports $4.4B in assets under management across 3,390 accounts, with 3 employees.

Reported AUM

$4.4B

Discretionary

39%

Accounts

3,390

Average account

$1.3M

Employees

3

Registered since

2015

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Investment Companies
• Other clients
• Other Investment Advisors

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Daniel James Obrycki Managing Member CRD 5121218
• Rafael Resendes Managing Member CRD 5121215
• David Dwain Jones Chief Compliance Officer CRD 2761758

Location

Headquarters

53 Calle Palmeras Ste 601
San Juan, PR 00901

County

San Juan

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: appliedfinance.com

Every state, with registration dates

Similar firms near San Juan

• Catalyst Capital Advisors LLCSan Juan, PR$10.3B AUM
• Popular Asset ManagementSan Juan, PR$3.7B AUM
• Popular Securities, LLCSan Juan, PR$2.6B AUM
• Rational Advisors, Inc.San Juan, PR$2.6B AUM
• Long Focus Capital Management LLCSan Juan, PR$2.4B AUM