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ALLRED HARRIS WEALTH MANAGEMENT.

DALLAS, TX · CRD 297533 · IAPD ↗ · allredcapitalmanagement.com · 214-965-7695

$493.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2025 — ALLRED HARRIS WEALTH MANAGEMENT. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — ALLRED CAPITAL MANAGEMENT, LLC is now doing business as ALLRED HARRIS WEALTH MANAGEMENT..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
May 2024 — ALLRED CAPITAL MANAGEMENT, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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