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.
Allred Harris Wealth Management.
Dallas, TX
Allred Capital Management, LLC, CRD 297533
Firm filing updated March 17, 2026 ·
- $493.4MAssets
- 353Clients
- 4Advisory staff
- 353Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals224
- High net worth individuals88
- Corporations or other businesses30
- Pension and profit sharing plans6
- Charities5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 224 | $59.7 million |
| High net worth individuals | 88 | $313.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $14.2 million |
| Charitable organizations | 5 | $24.9 million |
| Corporations or other businesses not listed above | 30 | $81.2 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$493.4 million
- Accounts353
- Discretionary$490.7 million · 341 accounts
- Non-discretionary$2.7 million · 12 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients51 to 100
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Allred Capital Management, LLC SEC-registered investment advisor. CRD 297533, SEC file 801-113900.
- Registered with the SEC as an investment advisor (status date on record: August 28, 2018).
Is Allred Harris Wealth Management. a fiduciary?
Short answer: Allred Harris Wealth Management. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
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.