# 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.

- CRD: 112441
- Filed as: ALLIED ASSET ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hometown, IL
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112441
- AdvisorCensus page: https://advisorcensus.com/firm/allied-asset-advisors-inc-hometown-il-112441

## Quick answers

**How 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.

**How much does Allied Asset Advisors Inc charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Asset-based fee: 0.7% of assets a year

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $262,000,000
- Discretionary: $262,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $262,000,000 |

### 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investaaa.com
- Facebook @investaaa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,284,481 | 1 | March 31, 2021 |
| October 2022 | $160,300,000 | 1 | September 22, 2022 |
| October 2023 | $127,830,000 | 3 | March 29, 2023 |
| October 2024 | $163,325,000 | 3 | March 12, 2024 |
| October 2025 | $199,800,000 | 3 | March 31, 2025 |
| October 2026 | $262,000,000 | 3 | August 10, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allied Asset Advisors Inc (CRD 112441): Form ADV filing data as of October 2026.