AdvisorCensus / Financial advisors / Illinois / Chicago / Allied Asset Advisors Inc
Allied Asset Advisors Inc is an SEC-registered investment advisory firm in Hometown, IL, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is Allied Asset Advisors Inc compensated?
On its Form ADV (Item 5.E, October 2026), Allied Asset Advisors Inc reports these compensation arrangements: a percentage of assets under its management.
What does Allied Asset Advisors Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 1, 2026 states: Asset-based fee: 0.7% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Allied Asset Advisors Inc located?
Allied Asset Advisors Inc's principal office is in Hometown, IL, according to its Form ADV.
Is Allied Asset Advisors Inc registered with the SEC or a state?
Allied Asset Advisors Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112441.
How much does Allied Asset Advisors Inc manage?
Allied Asset Advisors Inc reports $262,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).
How have Allied Asset Advisors Inc's assets and staff changed since 2021?
In the Form ADV data for Allied Asset Advisors Inc: Regulatory assets under management: $142,284,481 in the October 2021 data and $262,000,000 in the October 2026 data, up 84%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Allied Asset Advisors Inc serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Allied Asset Advisors Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112441
Does Allied Asset Advisors Inc state an account minimum?
Its Form ADV Part 2A brochure dated July 1, 2026 says: "AAA generally requires a minimum account size for establishing a relationship of $500,000 to effectively implement its investment process. This minimum may be waived at the discretion of the Advisor."
What changed in Allied Asset Advisors Inc's recent Form ADV filings?
In the August 2026 filing data: Regulatory assets under management went from $199,800,000 to $262,000,000 (+31%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.7% of assets a year
The brochure's wording
Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule:
All assets under Management 0.70%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
AAA generally requires a minimum account size for establishing a relationship of $500,000 to effectively implement its investment process. This minimum may be waived at the discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated July 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$262,000,000 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $262,000,000 | 3 | August 10, 2026 |
| October 2025 | $199,800,000 | 3 | March 31, 2025 |
| October 2024 | $163,325,000 | 3 | March 12, 2024 |
| October 2023 | $127,830,000 | 3 | March 29, 2023 |
| October 2022 | $160,300,000 | 1 | September 22, 2022 |
| October 2021 | $142,284,481 | 1 | March 31, 2021 |
Regulatory assets under management: $142,284,481 in the October 2021 data and $262,000,000 in the October 2026 data, up 84%.
Total employees: 1 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Regulatory assets under management went from $199,800,000 to $262,000,000 (+31%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Allied Asset Advisors Inc (CRD 112441): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/allied-asset-advisors-inc-hometown-il-112441