This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-2011
- Office Locations
- 3
Office Locations
About Allied Investment Advisors LLC
Allied Investment Advisors is a Montana-based, fee-only RIA providing financial planning and portfolio management for retirees and pre-retirees, business owners, executives/professionals, rising accumulators, and select endowments/foundations. The firm emphasizes a simple, long-term approach with risk-managed asset allocation across stocks, bonds, and cash, implemented largely with ETFs and public funds. Decisions are made locally; uses Black Diamond and custodians such as Schwab.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 29, 2026, reported AUM increased 31.2%, from $1.1B to $1.5B.
Across 5 reported observations, AUM increased 123.1% between November 2, 2022 and July 29, 2026, from $666.9M to $1.5B.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 11 advisory representatives and 1,071 clients, or 97.4 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Allied Investment Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Allied Investment Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY ROBERT LUCAS
Investment Advisor, Managing Member
- CRD
- #2059364
- Ownership
- 50% but less than 75%
BART WILLIAM ABY
Investment Advisor
- CRD
- #4974354
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
Brock Owen Baker
Investment Advisor Representative
- CRD
- #6578314
Keith Bushnell
Senior Retirement Plan Specialist & Advisor
- CRD
- #7076520
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,467,503,115 | $614,532 |
| Non-Discretionary | $20,533,761 | $892,772 |
| Total | $1,488,036,876 | $617,187 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Allied Investment Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Allied Investment Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.