OVERLAND PARK, KSCRD 155541Latest ADV April 17, 2026
Allos Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 17, 2026, reports $74M in regulatory assets under management, 9 employees, 1 office, and 788 accounts.
Assets Under Management
$74M
Employees
9
Offices
1 office
Total Clients
382
Primary office
OVERLAND PARK, KS
12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
375
2
HNWI
1.8%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$74Mas of April 17, 2026
Discretionary100.0%
$74M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$74M
Total Accounts788
10Y AUM Change+$60M (+460.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee42:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.