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ALLIED INVESTMENT ADVISORS LLC
CRD 159103File 801-79202
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.47B
Non-discretionary $20.5M
Clients
1,071
2,411 accounts
Employees
12
Top 25% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 13, 2014
- Principal office
- 3409 TRANSTECH WAY, SUITE A, BILLINGS, MT, 59102
- Phone
- 406-839-2037
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.47B
- Non-discretionary AUM
- $20.5M
- Discretionary accounts
- 2,388
- Non-discretionary accounts
- 23
- Total accounts
- 2,411
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $69.8M |
| Charitable organizations | 14 | $95.9M |
| High net worth individuals | 307 | $785.7M |
| Pension and profit sharing plans | 77 | $353.6M |
| Individuals (other than high net worth individuals) | 646 | $182.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.