ALLRED CAPITAL MANAGEMENT, LLC
Legal name: ALLRED HARRIS WEALTH MANAGEMENT.
CRD #297533 SEC #801-113900 DALLAS, TX 844-965-7695
SEC Registered
Total AUM
$452.4M
Discretionary
$440.4M
Employees
6
Clients
51
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $452.4M | $440.4M | $12.1M | 6 | 0 |
| May 2025 | $452.4M | $440.4M | $12.1M | 6 | 0 |
| Apr 2025 | $452.4M | $440.4M | $12.1M | 6 | 0 |
| Mar 2025 | $452.4M | $440.4M | $12.1M | 6 | 0 |
| May 2024 | $406.1M | $403M | $3.1M | 6 | 0 |
| Mar 2024 | $406.1M | $403M | $3.1M | 6 | 0 |
| Mar 2023 | $347.4M | $344.9M | $2.6M | 5 | 0 |
| Jun 2022 | $402.6M | $367.5M | $35.2M | 5 | 0 |
| Mar 2022 | $402.6M | $367.5M | $35.2M | 5 | 0 |
| Aug 2021 | $354.4M | $340.5M | $14M | 5 | 1 |
| Jul 2021 | $354.4M | $340.5M | $14M | 5 | 1 |
| May 2021 | $354.4M | $340.5M | $14M | 5 | 1 |
| Mar 2021 | $354.4M | $340.5M | $14M | 5 | 1 |
| Jun 2020 | $324.3M | $306.8M | $17.5M | 5 | 0 |
| May 2020 | $324.3M | $306.8M | $17.5M | 5 | 0 |
| Apr 2020 | $324.3M | $306.8M | $17.5M | 5 | 0 |
| Mar 2020 | $324.3M | $306.8M | $17.5M | 5 | 0 |
| Apr 2019 | $286.2M | $270.5M | $15.7M | 5 | 0 |
| Feb 2019 | $286.2M | $270.5M | $15.7M | 5 | 0 |
| Jan 2019 | $286.2M | $270.5M | $15.7M | 5 | 0 |
| Dec 2018 | $295M | $278.9M | $16.1M | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
| Jul 2018 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$452.4M
Discretionary$440.4M
Non-Disc.$12.1M
Employees6
Clients0
DateMay 2025
Total AUM$452.4M
Discretionary$440.4M
Non-Disc.$12.1M
Employees6
Clients0
DateApr 2025
Total AUM$452.4M
Discretionary$440.4M
Non-Disc.$12.1M
Employees6
Clients0
DateMar 2025
Total AUM$452.4M
Discretionary$440.4M
Non-Disc.$12.1M
Employees6
Clients0
DateMay 2024
Total AUM$406.1M
Discretionary$403M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2024
Total AUM$406.1M
Discretionary$403M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2023
Total AUM$347.4M
Discretionary$344.9M
Non-Disc.$2.6M
Employees5
Clients0
DateJun 2022
Total AUM$402.6M
Discretionary$367.5M
Non-Disc.$35.2M
Employees5
Clients0
DateMar 2022
Total AUM$402.6M
Discretionary$367.5M
Non-Disc.$35.2M
Employees5
Clients0
DateAug 2021
Total AUM$354.4M
Discretionary$340.5M
Non-Disc.$14M
Employees5
Clients1
DateJul 2021
Total AUM$354.4M
Discretionary$340.5M
Non-Disc.$14M
Employees5
Clients1
DateMay 2021
Total AUM$354.4M
Discretionary$340.5M
Non-Disc.$14M
Employees5
Clients1
DateMar 2021
Total AUM$354.4M
Discretionary$340.5M
Non-Disc.$14M
Employees5
Clients1
DateJun 2020
Total AUM$324.3M
Discretionary$306.8M
Non-Disc.$17.5M
Employees5
Clients0
DateMay 2020
Total AUM$324.3M
Discretionary$306.8M
Non-Disc.$17.5M
Employees5
Clients0
DateApr 2020
Total AUM$324.3M
Discretionary$306.8M
Non-Disc.$17.5M
Employees5
Clients0
DateMar 2020
Total AUM$324.3M
Discretionary$306.8M
Non-Disc.$17.5M
Employees5
Clients0
DateApr 2019
Total AUM$286.2M
Discretionary$270.5M
Non-Disc.$15.7M
Employees5
Clients0
DateFeb 2019
Total AUM$286.2M
Discretionary$270.5M
Non-Disc.$15.7M
Employees5
Clients0
DateJan 2019
Total AUM$286.2M
Discretionary$270.5M
Non-Disc.$15.7M
Employees5
Clients0
DateDec 2018
Total AUM$295M
Discretionary$278.9M
Non-Disc.$16.1M
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0