Fee-only adviser · Johnson City, TN
Allied Investments
Allied Investments is a fee-only investment adviser registered with the securities regulators of Tennessee, Virginia, with its main office in Johnson City, Tennessee. On its latest Form ADV, filed April 21, 2026, it reports $92M in regulatory assets under management, 110 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Tennessee, Virginia |
|---|---|
| Firm CRD number | 314512 |
| Office | 532 Princeton Road Johnson City, TN 37601 |
| Phone | (423) 850-4050 |
| Website | allied-investments.com |
| Regulatory assets under management | $92M |
| Individual clients | 75 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Johnson City
- Values First Advisors, Inc. $215M
- BCS Wealth Management, LLC $987M
- Roan Capital Partners $152M
- Lake Park Advisors $22M
- Valor Financial Planning $777K
- Worthwhile Wealth Council $74M
See all 7 fee-only advisers in Johnson City →
Nearby
- Kingsport 4 firms
- Bristol 1 firm
- Greeneville 1 firm
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