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Allred Capital Management, LLC

● SEC registered since 2018CRD 297533SEC# 801-113900Dallas, TX
Export (members)
Reg. AUM
$493.4M
Employees
6
Accounts
353
Location
Dallas, TX

Allred Capital Management, LLC assets under management

Allred Capital Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2018. It reports $493.4 million in regulatory assets under management and employs 6 people.

Allred Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Logan Allred ControlChief Compliance Officer, Managing PartnerOver 75%2018
Stanley Eugene AllredFounding PartnerUnder 5%2018

Frequently asked questions

How much does Allred Capital Management, LLC manage?

Allred Capital Management, LLC reports $493.4 million in regulatory assets under management on its Form ADV.

How many employees does Allred Capital Management, LLC have?

Allred Capital Management, LLC reports 6 employees.

Where is Allred Capital Management, LLC located?

Allred Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2018.

Does Allred Capital Management, LLC disclose fund performance?

Allred Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8333 Douglas Avenue, Suite 525, Dallas, TX 75225
Phone214-965-7695
Fax214-716-7389
Office hours8:30 a.m. - 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$493.4M▲ 9%
Mar '25 — $452.4MApr '25 — $452.4MMay '25 — $452.4MJun '25 — $452.4MJul '25 — $452.4MAug '25 — $452.4MSep '25 — $452.4MOct '25 — $452.4MNov '25 — $452.4MDec '25 — $452.4MJan '26 — $452.4MFeb '26 — $452.4MMar '26 — $493.4MApr '26 — $493.4MMay '26 — $493.4MJun '26 — $493.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$493.4Mregulatory AUM
Discretionary $490.7MNon-discretionary $2.7M