Allied Capital Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Allied Capital Group provides investment advisory services primarily for pooled vehicles and institutional clients, with an emphasis on tailored portfolio recommendations and asset-allocation strategies. The firm is newly formed, reports no assets under management at filing, and intends to act as an adviser without taking custody of client assets.
The firm’s methodology centers on assessing a client’s financial position, goals, and risk tolerance to recommend allocations that range from passive, fixed-income approaches for preservation to more active equity strategies for growth. Allied Capital Group operates on a non-discretionary basis and relies on custodians and broker-dealers selected by clients for trade execution and account custody.
A distinctive element of the firm is that its principal is a licensed real estate broker who also operates a commercial property-management business, an affiliation that is uncommon among peers in this category and may involve overlapping professional activities. Governance is concentrated within the principal’s management and compliance responsibilities, and the firm maintains a Code of Ethics and monitoring procedures to address potential conflicts such as employee trading in securities recommended to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Options & derivatives strategies
Fee options
$0 - $249,999: 1.50% $250,000 - $1,000,000: 1.25% $1,000,001+: 1.00%
Main office location
Allied Capital Group, LLC
2550 North Federal Highway, Suite 200
Fort Lauderdale FL 33305, United States
Number of offices
1
Most active in
Allied Capital Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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