Allied Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $1,000,000: 1.25% $1,000,001+: 1.00%
Main office
2550 N. Federal Highway, Suite 200
Fort Lauderdale FL 33305
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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.
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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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