# Archie Gray Allen, JR.

> Archie Gray Allen, JR. is a state-registered investment advisory firm in Pfafftown, NC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 104745
- Filed as: ARCHIE GRAY ALLEN, JR.
- Legal name: Allen Archie Gray JR
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pfafftown, NC
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104745
- AdvisorCensus page: https://advisorcensus.com/firm/archie-gray-allen-jr-pfafftown-nc-104745

## Quick answers

**How is Archie Gray Allen, JR. compensated?**
On its Form ADV (Item 5.E, October 2026), Archie Gray Allen, JR. reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Archie Gray Allen, JR. located?**
Archie Gray Allen, JR.'s principal office is in Pfafftown, NC, according to its Form ADV.

**Is Archie Gray Allen, JR. registered with the SEC or a state?**
Archie Gray Allen, JR. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 104745.

**How much does Archie Gray Allen, JR. manage?**
Archie Gray Allen, JR. reports $84,679,838 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Archie Gray Allen, JR. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (3).

**Does Archie Gray Allen, JR. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104745

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $84,679,838
- Discretionary: $84,679,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $2,325,620 |
| High net worth individuals | 8 | $82,354,218 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archie Gray Allen, JR. (CRD 104745): Form ADV filing data as of October 2026.