RIA Intel›Advisers›Tennessee›ALLIED INVESTMENTS OF TENNESSEE, LLC

ALLIED INVESTMENTS OF TENNESSEE, LLC

Advisory

JOHNSON CITY, TN

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in TN
#296
of 380 advisers by AUM
Average account
$339K
across 271 accounts
AUM per adviser
$92M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM
$92M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

APOGEE WEALTH PARTNERS, LLC
$94M
HARMONIC INVESTMENT MANAGEMENT, INC.
MEMPHIS, TN
$95M
PINNACLE WEALTH MANAGEMENT, LLC
DYERSBURG, TN
$95M
FIRST FAMILY WEALTH LLC
MURFREESBORO, TN
$88M
ROBYN HARI & ASSOC., PC
BRENTWOOD, TN
$88M
+0.1% 1Y
PROVIDENT WEALTH, LLC
$98M

Get the full picture on ALLIED INVESTMENTS OF TENNESSEE, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALLIED INVESTMENTS OF TENNESSEE, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans