Data / Investment advisers / Montana / Allied Investment Advisors LLC
Allied Investment Advisors LLC, Billings, MT: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Allied Investment Advisors LLC is an SEC registered investment adviser with its main office in Billings, Montana and reports $1.5 billion in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and subscription fees.
The request: Watch Allied Investment Advisors LLC (CRD number 159103): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159103
- SEC file number
- 801-79202
- SEC status
- Approved, effective February 13, 2014
- Main office
- 3409 Transtech Way Suite a, Billings, MT 59102
- Phone
- (406) 839-2037
- Regulatory AUM
- $1,488,036,876 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $1,467,503,115
- Non discretionary AUM
- $20,533,761
- Accounts
- 2,411
- Employees
- 12, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 307 | $785.7 million |
| Pension and profit sharing plans | 77 | $353.6 million |
| Individuals (other than high net worth individuals) | 646 | $182.9 million |
| Charitable organizations | 14 | $95.9 million |
| Corporations or other businesses | 27 | $69.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.49 billion | February 11, 2026 |
| December 1, 2025 | $1.13 billion | March 27, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | $41.84 billion | Not listed | adviserinfo.sec.gov |
| Investment Management Group | Billings | $5.24 billion | Not listed | adviserinfo.sec.gov |
| Davidson Investment Advisors, Inc. | Great Falls | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Stack Financial Management Inc | Whitefish | $1.99 billion | Not listed | adviserinfo.sec.gov |
| Bitterroot Capital Advisors LLC | Bozeman | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Xypn Sapphire | Bozeman | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Front Street Capital Management, Inc. | Missoula | $862 million | Not listed | adviserinfo.sec.gov |
| Destra Capital Advisors LLC | Bozeman | $463.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Allied Investment Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.