Applied Finance Advisors, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 2
- Avg AUM / client
- $1.0B
- Accounts
- 9
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $2.1B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Saxton & Stump, Llc 401(k) Profit Sharing Plan Saxton & Stump, Llc | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Obrycki, Daniel, James | Managing Member | Jan 2004 (23y) | 50% – 75% of Applied Finance Group, Ltd. (indirect) | |
| Resendes, Rafael | Managing Member | Jan 2004 (23y) | 50% – 75% of Applied Finance Group, Ltd. (indirect) | |
| Blinn, Paul, Donald | Managing Member | Feb 2006 (21y) | 25% – 50% | |
| Jones, David, Dwain | Chief Compliance Officer | Feb 2006 (21y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Applied Finance Group. Ltd | Member | Feb 2006 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Saxton & Stump, Llc 401(k) Profit Sharing Plan | Saxton & Stump, Llc | 155 | $21.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗