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| Allred Capital Management LLC
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|---|---|
| CRD # | 297533 |
| SEC # | 801-113900 |
| CIK # | 0001765885 |
| AUM | 493.4 M (2026-03-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-965-7695 |
| Address | 8333 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.3 | ||
| Apple Inc | 7.9 | ||
| Nvidia Corp | 7.4 | ||
| Johnson & Johnson | 7.1 | ||
| Alphabet Inc | 5.7 | ||
| Stryker Corp | 5.7 | ||
| Wal Mart Stores Inc | 5.5 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Amazon Com Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 59.7 |
| (b) Individuals (high net worth individuals) | 88 | 313.4 |
| (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 | 6 | 14.2 |
| (h) Charitable organizations | 5 | 24.9 |
| (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 | 30 | 81.2 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 493.4 |
| By Discretionary | ||
| Discretionary | 341 | 490.7 |
| Non-Discretionary | 12 | 2.7 |
| Total | 353 | 493.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.4 | |
| Total | 353 | 493.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765885] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JDH Wealth Management LLC
✚
|
CA | 494.9 M |
|
Sterling Wealth Management Inc
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IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
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OR | 494.6 M |
|
Balanced Wealth Group LLC
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OH | 494.1 M |
|
Busey Capital Management Inc
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IL | 493.8 M |
|
HFM Investment Advisors Inc
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|
493.1 M | |
|
Symmetry Capital Advisors LLC
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|
TX | 492.7 M |
|
Fusion Capital LLC
✚
|
SC | 492.3 M |
|
Monetary Management Group Inc
✚
|
MO | 492.3 M |
|
HANC Wealth Management LLC
✚
|
MI | 492.1 M |