This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$493MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$491M

Private client RAUM

$373MderivedItem 5.D individuals plus high net worth individuals

Private client share

76%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

353

Individual clients

224

High net worth clients

88

SEC number

801-113900

CRD

297533

Filings on the tape

23

First filed

Jul 26, 2018

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, TX

Website

allredcapitalmanagement.com

• Occurred

  Jul 26, 2018
  First Form ADV filing

  Allred Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9c31f74-d98e-58e3-bff6-0cb6a46709ac

First observed

Jul 26, 2018

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.