CRD: 297533
Allred Harris Wealth Management.
$493.4M Total AUM
$490.7M Disc. AUM
12.8% 3Y CAGR
6 Employees
353 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- NorthSummit beacon
- Established Date
- 08-28-2018
- Office Locations
- 1
Office Locations
8333 Douglas Avenue Suite 525 Dallas TX
About Allred Harris Wealth Management.
Allred Harris Wealth Management is a Dallas-based RIA providing fiduciary investment management and risk management, tailoring diversified portfolios and protection planning to individual goals and comfort with risk. The firm also supports broader wealth planning needs (e.g., estate and tax planning/insurance coordination). Portfolios are ETF-centric, and the practice works with Raymond James as a primary custodian.
Team overview
44 AVG AGE
$123.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Request access to benchmark trends tied to value.
Upgrade to reveal position-level detail across peak focus.
Request access to benchmark trends tied to beacon.
Upgrade to reveal position-level detail across glacier momentum.
Upgrade to reveal position-level detail across optima ember.
Premium access reveals conviction themes in momentum momentum summit.
See the complete signal summary connected to glacier harbor.
Premium access reveals conviction themes in meridian focus atlas.
Asset Classes
Crest Alpha Frontier Radial
Custodian
Eagle Pathway North bridge Quantum
Investment Themes
Ember north Eagle foundation Zenith
Investment Vehicles
Vertex insight
Services
Capital Bridge value Capital optima Optima insight Foundation Timber foundation Alpha horizon Beacon alpha
Technology
Fusion vector Element
Owner & Executives
J
JONATHAN LOGAN ALLRED
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4693933
- Ownership
- 75% or more
(719) 447-4332
prime.harbor@legacycapital.com
in linkedin.com/in/oak-fusion
S
STANLEY EUGENE ALLRED
FOUNDING PARTNER, Partner
- CRD
- #721257
- Ownership
- Less than 5%
(964) 236-9090
zenith.zenith@frontiercapital.com
in linkedin.com/in/unison-vector
Showing 2 of 2 owners & executives
Unlock allContacts
Jeanie Jackson Harris
--
- CRD
- #7842754
(938) 951-9920
catalyst.bridge@wavecapital.com
in linkedin.com/in/atlas-quantum
J
JAMES ANDREW HARRIS JR.
--
- CRD
- #4216083
(708) 987-3005
wave.bridge@vertexcapital.com
in linkedin.com/in/value-unison
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $490,705,229 | $1,439,018 |
| Non-Discretionary | $2,723,202 | $226,934 |
| Total | $493,428,431 | $1,397,814 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $493,428,431
Equity - Exchange:
6.7% Public Funds:
17.8% Cash:
7.0% Municipal Bonds:
29.6% U.S. Government/Agency:
5.5% Corporate - Investment Grade:
7.6% Other:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $147,316,817 | 6.7% |
| Public Funds | $391,379,008 | 17.8% |
| Cash | $153,913,093 | 7.0% |
| Municipal Bonds | $650,832,507 | 29.6% |
| U.S. Government/Agency | $120,931,716 | 5.5% |
| Corporate - Investment Grade | $167,105,644 | 7.6% |
| Other | $567,279,685 | 25.8% |
| Total | $2,198,758,470 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MERIDIAN CATALYST | FOUNDATION FRONTIER | 684O8MPGX | YBDA | 9.09% | $114,438,968 |
| MERIDIAN SIGNAL LEGACY | SIGNAL CREST | 6OI762XBB | VDNK | 3.66% | $29,711,034 |
| BEACON MERIDIAN | ELEMENT FOCUS | EW48UAQB4 | XECMZ | 12.20% | $109,852,031 |
| FOUNDATION LEGACY | HORIZON HARBOR | 4J9X6HM6P | OHOA | 12.50% | $118,170,939 |
| ALPHA LEGACY | TIMBER QUANTUM | HPI39H9XX | MZCA | 4.50% | $92,592,741 |
| FUSION OPTIMA PEAK | SIGNAL HORIZON | L254OZZ74 | AOIZ | 9.99% | $22,571,832 |
| PEAK QUANTUM | OAK FOUNDATION | 5UEOLJLF6 | LVEU | 7.05% | $99,167,775 |
| FOCUS ALPHA | RIDGE SUMMIT | A6HHLMNWT | QDFOW | 2.67% | $97,611,129 |