Wealth Manager
    SEC Registered
    Manages Private Funds

    Allied Investment Advisors LLC

    Registered investment advisor · Billings, Montana · CRD #159103

    Assets Under Management
    $1.5B
    Client Accounts
    2,411
    Employees
    12
    CRD Number
    159103
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Allied Investment Advisors LLC

    Allied Investment Advisors LLC, founded in 2009, offers investment management and advisory services to individuals, institutions, and businesses. The firm emphasizes personal relationships and transparency, with a minimum investment of $250,000. It has 2-10 employees and operates in the United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Allied Investment Advisors LLC

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    Frequently Asked Questions

    What is Allied Investment Advisors LLC's AUM?

    Allied Investment Advisors LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Allied Investment Advisors LLC headquartered?

    Allied Investment Advisors LLC is headquartered in Billings, Montana.

    What is Allied Investment Advisors LLC's CRD number?

    Allied Investment Advisors LLC's CRD number is 159103. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Allied Investment Advisors LLC manage?

    Allied Investment Advisors LLC manages approximately 2,411 client accounts according to its latest SEC filing.

    Is Allied Investment Advisors LLC SEC registered?

    Yes, Allied Investment Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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