# 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. - CRD: 113809 - Filed as: ALLIED PORTFOLIO MANAGEMENT, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Tucson, AZ - Filing period: October 2026 - Form ADV filing dated: April 10, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113809 - AdvisorCensus page: https://advisorcensus.com/firm/allied-portfolio-management-inc-tucson-az-113809 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2025) - Hourly rate: $150 an hour (consultations) > 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) > 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 brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $240,209,300 - Discretionary: $240,209,300 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 83 | $17,855,500 | | High net worth individuals | 38 | $219,000,000 | | Banking or thrift institutions | Not reported | $0 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,353,800 | | Charitable organizations | Not reported | $0 | | State or municipal government entities (including government pension plans) | Not reported | $0 | | Other investment advisers | Not reported | $0 | | Insurance companies | Not reported | $0 | | Sovereign wealth funds and foreign official institutions | Not reported | $0 | | Corporations or other businesses not listed above | Not reported | $0 | | Other | Not reported | $0 | ### 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) ### Firm details - Registered since: 2002 (23 years) - Employees: 2 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AZ - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - alliedportfolio.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $159,423,000 | 3 | March 17, 2021 | | October 2022 | $179,231,161 | 2 | March 3, 2022 | | October 2023 | $160,933,516 | 2 | February 1, 2023 | | October 2024 | $182,315,000 | 2 | March 26, 2024 | | October 2025 | $209,180,000 | 2 | March 25, 2025 | | October 2026 | $240,209,300 | 2 | April 10, 2026 | 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. ## Changes in the filing (last 12 months) ### May 2026 - Regulatory assets under management went from $209,180,000 to $240,209,300 (+15%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allied Portfolio Management, Inc. (CRD 113809): Form ADV filing data as of October 2026.