ALLOS INVESTMENT ADVISORS, LLC
CRD #155541 SEC #801-72028 OVERLAND PARK, KS 913-948-7788
SEC Registered
Total AUM
$59.8M
Discretionary
$59.8M
Employees
8
Clients
25
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $59.8M | $59.8M | $0 | 8 | 18 |
| Mar 2025 | $59.8M | $59.8M | $0 | 8 | 18 |
| Aug 2024 | $51.3M | $51.3M | $0 | 7 | 14 |
| Jul 2024 | $51.3M | $51.3M | $0 | 7 | 14 |
| Feb 2024 | $51.3M | $51.3M | $0 | 7 | 14 |
| Nov 2023 | $43.4M | $43.4M | $0 | 6 | 22 |
| Apr 2023 | $43.4M | $43.4M | $0 | 6 | 22 |
| Mar 2023 | $43.4M | $43.4M | $0 | 6 | 22 |
| Nov 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Oct 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Oct 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Oct 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Jun 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Apr 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Jan 2022 | $44.2M | $44.2M | $0 | 7 | 24 |
| Nov 2021 | $33.5M | $33.5M | $0 | 7 | 0 |
| Feb 2021 | $33.5M | $33.5M | $0 | 7 | 0 |
| May 2020 | $25.3M | $25.3M | $0 | 6 | 0 |
| May 2020 | $25.3M | $25.3M | $0 | 6 | 0 |
| Apr 2020 | $25.3M | $25.3M | $0 | 6 | 0 |
| Mar 2020 | $25.3M | $25.3M | $0 | 6 | 0 |
| Jul 2019 | $20.8M | $20.8M | $0 | 7 | 0 |
| Jun 2019 | $20.8M | $20.8M | $0 | 7 | 0 |
| Feb 2019 | $20.8M | $20.8M | $0 | 7 | 0 |
| Feb 2019 | $20.8M | $20.8M | $0 | 9 | 0 |
| Feb 2019 | $20.8M | $20.8M | $0 | 9 | 0 |
| Jun 2018 | $21.2M | $21.2M | $0 | 8 | 0 |
| Mar 2018 | $21.2M | $21.2M | $0 | 8 | 0 |
| Feb 2017 | $13.1M | $13.1M | $0 | 9 | 159 |
| Oct 2016 | $8.6M | $8.6M | $0 | 10 | 113 |
| Jan 2016 | $8.6M | $8.6M | $0 | 10 | 113 |
| Jan 2016 | $8.6M | $8.6M | $0 | 10 | 113 |
| Nov 2015 | $4.6M | $4.6M | $0 | 5 | 26 |
| Jan 2015 | $4.6M | $4.6M | $0 | 5 | 26 |
| Dec 2014 | $2.8M | $2.8M | $0 | 4 | 11 |
| Jun 2014 | $2.8M | $2.8M | $0 | 4 | 11 |
| Jan 2014 | $2.8M | $2.8M | $0 | 4 | 11 |
| Jan 2014 | $1.3M | $1.3M | $0 | 4 | 11 |
| Nov 2013 | $1.3M | $1.3M | $0 | 4 | 11 |
| May 2013 | $1.3M | $1.3M | $0 | 4 | 11 |
| Feb 2013 | $1.3M | $1.3M | $0 | 4 | 11 |
| Jul 2012 | $273.5K | $273.5K | $0 | 1 | 1 |
| Mar 2012 | $273.5K | $273.5K | $0 | 1 | 1 |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees8
Clients18
DateMar 2025
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees8
Clients18
DateAug 2024
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees7
Clients14
DateJul 2024
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees7
Clients14
DateFeb 2024
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees7
Clients14
DateNov 2023
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees6
Clients22
DateApr 2023
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees6
Clients22
DateMar 2023
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees6
Clients22
DateNov 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateOct 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateOct 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateOct 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateJun 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateApr 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateJan 2022
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees7
Clients24
DateNov 2021
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2017
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients159
DateOct 2016
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees10
Clients113
DateJan 2016
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees10
Clients113
DateJan 2016
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees10
Clients113
DateNov 2015
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees5
Clients26
DateJan 2015
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees5
Clients26
DateDec 2014
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients11
DateJun 2014
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients11
DateJan 2014
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients11
DateJan 2014
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients11
DateNov 2013
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients11
DateMay 2013
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients11
DateFeb 2013
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients11
DateJul 2012
Total AUM$273.5K
Discretionary$273.5K
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$273.5K
Discretionary$273.5K
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--