# ALLIED INVESTMENT ADVISORS LLC

ALLIED INVESTMENT ADVISORS LLC of BILLINGS, MT is an SEC-registered investment adviser.

## Registration

- CRD: 159103
- Type: SEC-registered investment adviser
- SEC file number: 801-79202
- Location: 3409 TRANSTECH WAY, SUITE A, BILLINGS, MT, 59102
- Phone: 406-839-2037
- Latest filing: 2026-07-29
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $20.5M
- Clients: 12
- Accounts: 2,411

## Business model

- Compensation: % of AUM, Hourly, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Michele White | CHIEF COMPLIANCE OFFICER | Windsor, CT |
| John Elton Galt | CHIEF COMPLIANCE OFFICER | — |
| Daniel Michael Kelly | TRUSTEE | — |
| Gary Robert Lucas | MANAGING MEMBER | — |
| Bart William Aby | MEMBER | — |
| Eric Allen Vermulm | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | — |
| KELLY WILLIAM MICHAEL | MEMBER; TRUSTEE | — |
| LUCAS WILLIAM ROBERT | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LUCAS GARY R | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ABY BART WILLIAM | MEMBER | — |
| WATSON LISA | CCO | — |
| VERMULM ERIC ALLEN | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER; CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | — |
| WHITE MICHELE | CHIEF COMPLIANCE OFFICER | — |
| Tyler Ronald Elkin | MEMBER | — |
| Sarah Lynn Siderius | MEMBER | — |
| Kellie Rose Hirsch | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159103/similar
- Related entities: https://search.stillhousedata.com/firm/159103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159103

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.