Jonathan
Allred
Allred Capital Management, LLC
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About this Advisor
Jonathan Allred is a financial advisor working in Dallas, Texas with 5 years of industry experience. Allred is an employee of Allred Capital Management, LLC. Allred has gained experience at Raymond James & Associates and Allred Capital Management, LLC. Allred holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Allred Capital Management, LLC is a company headquartered in Dallas, TX. It has $347 million in assets under management across its 976 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises five charities and foundations. Of its 976 client accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which services are offered. Fees charged by Allred Capital Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allred Capital Management, LLC Brokerage Details
$347,442,490
5
976
$355,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Allred Work History
Jonathan has been registered as a financial advisor for 5 years.*
Allred Capital Management, LLC
Raymond James & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Allred to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allred Capital Management, LLC
Dallas, TX
Dallas, TX
Dallas, TX
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