Allos Investment Advisors, LLC
● SEC registered since 2011CRD 155541SEC# 801-72028Overland Park, KS
Reg. AUM
$73.6M
Employees
9
Accounts
788
Location
Overland Park, KS
Allos Investment Advisors, LLC assets under management
Allos Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2011. It reports $73.6 million in regulatory assets under management and employs 9 people.
Allos Investment Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Fales Control | Principal / Director Offinancial Planning / Chief Compliance Officer | Under 5% | 2021 |
| Searcy Financial Services, Inc. Control | Member And Parent Company | Over 75% | 2010 |
| Jessica Ann Kmetty Control | Principal | — | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Allos Investment Advisors, LLC manage?
Allos Investment Advisors, LLC reports $73.6 million in regulatory assets under management on its Form ADV.
How many employees does Allos Investment Advisors, LLC have?
Allos Investment Advisors, LLC reports 9 employees.
Where is Allos Investment Advisors, LLC located?
Allos Investment Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2011.
Does Allos Investment Advisors, LLC disclose fund performance?
Allos Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12980 Foster Street, Suite 160, Overland Park, KS 66213 |
| Phone | 913-948-7788 |
| Fax | 877-860-9313 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$73.6M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$73.6Mregulatory AUM
Discretionary $73.6M