Allied Investment Advisors LLC
Billings, MT·SEC-registered · CRD #159103
Allied Investment Advisors LLC is an SEC-registered investment advisory firm in Billings, MT managing $1.5B across 2.4k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
2.4k
Advisory staff
11
Fee model
Fee-only
How Allied Investment Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL ALLIED INVESTMENT ADVISORS LLC
See how Allied compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Allied Investment Advisors LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Allied Investment Advisors LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Allied Investment Advisors LLC
How much does Allied Investment Advisors LLC manage?
Per its most recent SEC Form ADV filing (02/11/2026), Allied Investment Advisors LLC reports $1.5B in regulatory assets under management across roughly 2.4k client accounts.
How does Allied Investment Advisors LLC charge?
Allied Investment Advisors LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Allied Investment Advisors LLC a fiduciary?
Yes. Allied Investment Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #159103), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Allied Investment Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Allied Investment Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Billings, MT
Profile compiled from Allied Investment Advisors LLC's public SEC Form ADV filing (CRD #159103, filed 02/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Allied Investment Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Allied Investment Advisors LLC? Claim this profile.