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ALLRED HARRIS WEALTH MANAGEMENT.
ALLRED CAPITAL MANAGEMENT, LLC
CRD 297533 · SEC 801-113900
8333 DOUGLAS AVENUE, SUITE 525, DALLAS, TX, 75225, United States
Phone
214-965-7695
Fax
214-716-7389
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$493.4M
Discretionary AUM
$490.7M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $59.7M |
| High net worth individuals | 88 | $313.4M |
| Pension/profit sharing plans | 6 | $14.2M |
| Charitable organizations | 5 | $24.9M |
| Corporations/business entities | 30 | $81.2M |
States served
CA, CO, LA, ME, MS, NC, OK, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD