SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Allie Family Office LLC
Miami, FL
CRD 307144
Firm filing updated March 25, 2026 ·
- $1.3BAssets
- 51Clients
- 11Advisory staff
- 51Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals30
- Corporations or other businesses21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 30 | $391.4 million |
| Corporations or other businesses not listed above | 21 | $930.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts51
- Discretionary$572.1 million · 31 accounts
- Non-discretionary$749.6 million · 20 accounts
People
- Employees11
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 307144, SEC file 801-118866.
- Registered with the SEC as an investment advisor (status date on record: June 15, 2020).
Is Allie Family Office LLC a fiduciary?
Short answer: Allie Family Office LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.