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ALLIED INVESTMENT ADVISORS LLC

BILLINGS, MT · CRD 159103 · IAPD ↗ · 406-839-2037

$1.49BRegulatory AUM
11Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — ALLIED INVESTMENT ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
March 2026 — ALLIED INVESTMENT ADVISORS LLC reported RAUM up 31% ($1.13B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
March 2026 — ALLIED INVESTMENT ADVISORS LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ALLIED INVESTMENT ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
March 2025 — ALLIED INVESTMENT ADVISORS LLC notice-filed in AK, ID, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — ALLIED INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($911.8M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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