Allocator Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Louis, MO. Its latest Form ADV filing, dated March 25, 2026, reports $514M in regulatory assets under management, 1 employee, and 3 accounts.
Assets Under Management
$514M
Employees
1
Offices
--
Total Clients
<5
Primary office
ST LOUIS, MO
8301 MARYLAND AVE., SUITE 300, ST LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$514Mas of March 25, 2026
Discretionary100.0%
$514M
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$514M
Total Accounts3
10Y AUM Change+$514M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
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.