Allos Investment Advisors, LLC
Allos Investment Advisors, LLC is an SEC-registered mass-market adviser in Overland Park, KS with $73.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Allos Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155541, SEC 801-72028, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $73.6M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 9
- Clients
- 382
- CRD
- 155541
- Ownership
- SEARCY FINANCIAL SERVICES, INC.; SEARCY, MICHAEL, JOHN; SHAFFER, MARCUS, CLINTON; KMETTY, JESSICA, ANN; FALES, JOHN, CHRISTOPHER
How much AUM does Allos Investment Advisors, LLC have?
Allos Investment Advisors, LLC reported $73.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Allos Investment Advisors, LLC?
Disclosed owners and executives of Allos Investment Advisors, LLC include SEARCY FINANCIAL SERVICES, INC., SEARCY, MICHAEL, JOHN, SHAFFER, MARCUS, CLINTON, KMETTY, JESSICA, ANN, FALES, JOHN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.