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ALLOS INVESTMENT ADVISORS, LLC
CRD 155541File 801-72028
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$73.6M
Bottom 25% of cohort (national)
Discretionary AUM
$73.6M
Clients
382
788 accounts
Employees
9
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 2011
- Principal office
- 12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, 66213
- Phone
- 913-948-7788
- Website
- HTTP://WWW.ALLOSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $73.6M
- Discretionary AUM
- $73.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 788
- Non-discretionary accounts
- 0
- Total accounts
- 788
- AUM per client
- $193K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $225K |
| High net worth individuals | 7 | $12.0M |
| Individuals (other than high net worth individuals) | 375 | $61.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $59,841,456 | $73,608,831 | increased by$13,767,375 |
| Apr 1, 2026 | Accounts | 745 | 788 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 364 | 382 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $44,174,172 | $59,841,456 | increased by$15,667,284 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 680 | 745 | increased by65 |
| Feb 1, 2022 | Clients | 298 | 364 | increased by66 |
| Feb 1, 2022 | AUM | $33,509,976 | $44,174,172 | increased by$10,664,196 |
| Feb 1, 2022 | Accounts | 565 | 680 | increased by115 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLOS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLOS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.