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- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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 4 owners & executives
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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