# Applewhite & Buys Financial Advisors: new SEC registration, $153M AUM, Dallas, TX

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Applewhite & Buys Financial Advisors |
| Legal name | Applewhite Financial Planning, Pllc |
| CRD | 169799 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $153,132,711 |
| Accounts | 740 |
| Employees | 2 |
| Website | HTTP://WWW.APPLEWHITEFP.COM |

## Why this score
- $153M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/169799). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.