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Allred Capital Management LLC
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CRD # | 297533 |
SEC # | 801-113900 |
CIK # | 0001765885 |
AUM | $406.1 MM (2024-05-02) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 844-965-7695 |
Address | 8333 Douglas Avenue Dallas, TX 75225 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001765885] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Measured Wealth Private Client Group LLC
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|
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
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|
OK | 0.4 |
Mark Sheptoff Financial Planning LLC
✚
|
CT | 0.4 |
Ratson Advisory LLC
✚
|
NY | 0.4 |
Argonautica Private Wealth Management Inc
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|
MA | 0.4 |