{
  "crd_number": 112441,
  "slug": "allied-asset-advisors-inc-hometown-il-112441",
  "primary_business_name": "ALLIED ASSET ADVISORS INC",
  "legal_name": "ALLIED ASSET ADVISORS INC",
  "dbas": [],
  "city": "Hometown",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-03-03",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 262000000.0,
  "raum_discretionary": 262000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 262000000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://facebook.com/investaaa",
    "https://investaaa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112441",
  "city_as_filed": "HOMETOWN",
  "url": "https://advisorcensus.com/firm/allied-asset-advisors-inc-hometown-il-112441",
  "display_name": "Allied Asset Advisors Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Allied Asset Advisors Inc (CRD 112441): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Allied Asset Advisors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Allied Asset Advisors Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Allied Asset Advisors Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is Allied Asset Advisors Inc located?",
      "a": "Allied Asset Advisors Inc's principal office is in Hometown, IL, according to its Form ADV."
    },
    {
      "q": "Is Allied Asset Advisors Inc registered with the SEC or a state?",
      "a": "Allied Asset Advisors Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112441."
    },
    {
      "q": "How much does Allied Asset Advisors Inc manage?",
      "a": "Allied Asset Advisors Inc reports $262,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Allied Asset Advisors Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Allied Asset Advisors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Allied Asset Advisors Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Allied Asset Advisors Inc state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Allied Asset Advisors Inc's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 142284481.0,
      "total_employees": 1,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 160300000.0,
      "total_employees": 1,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 127830000.0,
      "total_employees": 3,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163325000.0,
      "total_employees": 3,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 199800000.0,
      "total_employees": 3,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 262000000.0,
      "total_employees": 3,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $199,800,000 to $262,000,000 (+31%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.7% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.7% of assets a year"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.7
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/allied-asset-advisors-inc-hometown-il-112441.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 262000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112441",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}