ALLIED INVESTMENT ADVISORS LLC
SEC RegisteredTransparent. Trusted. True Allies.
About the firm
Allied is an investment advisory firm based in Billings and Conrad, Montana, passionate about serving clients with locally made decisions and their best interest in mind. The firm offers a simple, transparent fee structure with no commissions and no hidden fees, and builds personal relationships with clients to serve as trusted financial advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial roadmap creation tailored to individual needs, portfolio management, investment strategy including risk management and asset allocation, and retirement and legacy planning.
Who they serve
Retirees & Pre-Retirees, Endowments & Foundations, Business Owners & Entrepreneurs, Executives & Professionals, and Rising Accumulators.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 646 | $183M |
| High Net Worth Individuals | 307 | $786M |
| Charitable Organizations | 77 | $354M |
| State/Municipal Entities | 14 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 Million | 1.20% |
| Next $2 Million | 1.00% |
| Next $2 Million | 0.90% |
| $5 Million and Above | 0.80% |
Data as of February 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLIED INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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