# Allred Harris Wealth Management.

> Allred Harris Wealth Management. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 297533
- Filed as: ALLRED HARRIS WEALTH MANAGEMENT.
- Legal name: Allred Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297533
- AdvisorCensus page: https://advisorcensus.com/firm/allred-harris-wealth-management-dallas-tx-297533

## Quick answers

**How is Allred Harris Wealth Management. compensated?**
On its Form ADV (Item 5.E, October 2026), Allred Harris Wealth Management. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Allred Harris Wealth Management. located?**
Allred Harris Wealth Management.'s principal office is in Dallas, TX, according to its Form ADV.

**Is Allred Harris Wealth Management. registered with the SEC or a state?**
Allred Harris Wealth Management. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297533.

**How much does Allred Harris Wealth Management. manage?**
Allred Harris Wealth Management. reports $493,428,431 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (99% discretionary).

**How have Allred Harris Wealth Management.'s assets and staff changed since 2021?**
In the Form ADV data for Allred Harris Wealth Management.: Regulatory assets under management: $354,434,218 in the October 2021 data and $493,428,431 in the October 2026 data, up 39%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allred Harris Wealth Management. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (88); corporations or other businesses not listed above (30).

**Which custodians does Allred Harris Wealth Management. use?**
Allred Harris Wealth Management.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Allred Harris Wealth Management. 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/297533

**What changed in Allred Harris Wealth Management.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $493,428,431
- Discretionary: $490,705,229
- Non-discretionary: $2,723,202

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $59,749,961 |
| High net worth individuals | 88 | $313,408,301 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $14,169,755 |
| Charitable organizations | 5 | $24,871,860 |
| Corporations or other businesses not listed above | 30 | $81,228,554 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, LA, ME, MS, NC, OK, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allredcapitalmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $354,434,218 | 5 | August 27, 2021 |
| October 2022 | $402,639,142 | 5 | June 29, 2022 |
| October 2023 | $347,442,490 | 5 | March 20, 2023 |
| October 2024 | $406,059,000 | 6 | May 2, 2024 |
| October 2025 | $452,449,927 | 6 | May 1, 2025 |
| October 2026 | $493,428,431 | 6 | March 17, 2026 |

Regulatory assets under management: $354,434,218 in the October 2021 data and $493,428,431 in the October 2026 data, up 39%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allred Harris Wealth Management. (CRD 297533): Form ADV filing data as of October 2026.