AdvisorCensus / Financial advisors / Arizona / Tucson / Allied Portfolio Management, Inc.
Allied Portfolio Management, Inc. is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.
Quick answers
From the filingHow is Allied Portfolio Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Allied Portfolio Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
How much does Allied Portfolio Management, Inc. charge?
Its Form ADV Part 2A brochure dated March 25, 2025 states: Hourly rate: $150 an hour (consultations); Hourly rate: up to $150 an hour (financial counseling). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Allied Portfolio Management, Inc. located?
Allied Portfolio Management, Inc.'s principal office is in Tucson, AZ, according to its Form ADV.
Is Allied Portfolio Management, Inc. registered with the SEC or a state?
Allied Portfolio Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 113809.
How much does Allied Portfolio Management, Inc. manage?
Allied Portfolio Management, Inc. reports $240,209,300 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).
How have Allied Portfolio Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Allied Portfolio Management, Inc.: Regulatory assets under management: $159,423,000 in the October 2021 data and $240,209,300 in the October 2026 data, up 51%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Allied Portfolio Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Does Allied Portfolio Management, 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/113809
What changed in Allied Portfolio Management, Inc.'s recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $209,180,000 to $240,209,300 (+15%).
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 2AHourly rate: $150 an hour (consultations)
The brochure's wording
APM may charge up to $150 dollars per hour for consultations, depending on the complexity of your financial situation.
Hourly rate: up to $150 an hour (financial counseling)
The brochure's wording
APM may charge up to $150 dollars per hour for consultations, depending on the complexity of your financial situation. The fee is paid after the consultations.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2025. 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$240,209,300 as of October 2026, filing dated April 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (23 years)
- Employees
- Total: 2. 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 | $240,209,300 | 2 | April 10, 2026 |
| October 2025 | $209,180,000 | 2 | March 25, 2025 |
| October 2024 | $182,315,000 | 2 | March 26, 2024 |
| October 2023 | $160,933,516 | 2 | February 1, 2023 |
| October 2022 | $179,231,161 | 2 | March 3, 2022 |
| October 2021 | $159,423,000 | 3 | March 17, 2021 |
Regulatory assets under management: $159,423,000 in the October 2021 data and $240,209,300 in the October 2026 data, up 51%.
Total employees: 3 in October 2021 and 2 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- May 2026
- Regulatory assets under management went from $209,180,000 to $240,209,300 (+15%).
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 Portfolio Management, Inc. (CRD 113809): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/allied-portfolio-management-inc-tucson-az-113809