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ALLOS INVESTMENT ADVISORS, LLC

OVERLAND PARK, KS · CRD 155541 · IAPD ↗ · 913-948-7788

$73.6MRegulatory AUM
9Advisory reps
9Employees
28Clients
26-50Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ALLOS INVESTMENT ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2026 — ALLOS INVESTMENT ADVISORS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — ALLOS INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
August 2024 — ALLOS INVESTMENT ADVISORS, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — ALLOS INVESTMENT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.