Allied Investment Advisors LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$617K

Accounts

2,411

Employees

Advisory reps

Firm details

Headquarters: Billings, Montana
CRD number: 159103
Registered since: February 13, 2014
Website: alliedinvest.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: HNWI52.8%
Pension & Profit Sharing Plans23.77%
Individuals12.29%
Charitable Organizations6.45%
Corporations / Businesses4.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Allied Investment Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual/family and institutional clients and markets a mix of financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, pension consulting work, and the publication of periodicals or newsletters. Compensation models include asset-based fees, hourly billing, and subscription arrangements. Allied does not position itself as a capital allocator and is not identified as an active ESG investor. Citywire has repeatedly included Allied in its "50 Growers Across America" list from 2021 through 2025, reflecting recognition of the firm’s growth profile over multiple years.