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ALLRED CAPITAL MANAGEMENT, LLC

UUIDfede371c-05bc-56f5-bfce-79fc0a2f9197
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 297533 297533 1.0
sec_file_number 801-113900 801-113900

Profile

WebsiteHTTP://WWW.ALLREDCAPITALMANAGEMENT.COM
HQ CityDALLAS
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ALLRED HARRIS WEALTH MANAGEMENT. adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)452,449,927.0
  • RAUM (discretionary)440,380,079.0
  • Actionable assets392,315,115.0
  • Accounts957.0

Institutional Clients

  • Government AUM
  • Pension AUM15,774,231.0
  • Charitable AUM20,231,293.0
  • HNW AUM289,134,551.0

As of 2025-05-01 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.