Allred Capital Management LLC

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Assets, Funds, Holdings

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Allred Capital Management LLC
CRD #297533
SEC #801-113900
CIK #0001765885
AUM $406.1 MM (2024-05-02)
Employees 6 (67% Investors, 0% Brokers)
Phone844-965-7695
Address8333 Douglas Avenue
Dallas, TX 75225
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 20.7
AAPL 2,382,844.0 7.5
NVDA 399,550.0 6.4
SYK 74,798.9 6.3
JNJ 465,600.2 4.4
GOOGL 1,475,138.5 3.5
XOM 385,508.3 3.3
COST 207,576.9 3.0
WMT 335,434.5 3.0
AMZN 1,092,997.8 2.9
View All
Holdings by Sector ($MM)
3002401801206002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 223 62.3
(b) Individuals (high net worth individuals) 50 250.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 20.3
(h) Charitable organizations 2 18.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 54.3
(n) Other 0 0.0
Total 303 406.1
By Discretionary
Discretionary 287 403.0
Non-Discretionary 16 3.1
Total 303 406.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 406.1
Total 303 406.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001765885]
Comparable Firms State AUM ($BB)
Measured Wealth Private Client Group LLC
NH 0.4
Addison Advisors LLC
VT 0.4
Brophy Wealth Management LLC
NH 0.4
Peirce Capital Management LLC
TX 0.4
Kades & Cheifetz LLC
PA 0.4
Clifford Capital Partners LLC
UT 0.4
Everpar Advisors LLC
OK 0.4
Mark Sheptoff Financial Planning LLC
CT 0.4
Ratson Advisory LLC
NY 0.4
Argonautica Private Wealth Management Inc
MA 0.4
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