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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Allied Investments
Allied Investments is a Johnson City, TN registered investment advisor providing customized investment management and planning focused on investing, asset protection, wealth transfer, and charitable giving. The firm operates as a fee-only fiduciary with no commissions or product sales to reduce conflicts. Public filings indicate portfolios centered on ETFs alongside public funds and investment-grade bonds, with Fidelity/NFS as custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 110 clients, or 110 clients per representative. That equates to $835.7K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Allied Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN ARTHUR LESTER
Chief Compliance Officer, Managing Member, President
- CRD
- #5715545
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,930,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,930,838 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Allied Investments has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.