ALLIED INVESTMENTS

ALLIED INVESTMENTS of JOHNSON CITY, TN is an SEC-registered investment adviser (CRD 314512). Regulatory assets under management: $91.9M.

Registration

• CRD: 314512
• Type: Registered investment adviser
• Location: 532 PRINCETON ROAD, JOHNSON CITY, TN, 37601
• Phone: 423-850-4050
• Latest filing: 2026-04-21
• Regulatory AUM: $91.9M
• Discretionary AUM: $91.9M
• Clients: 2
• Accounts: 271

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search