Allied Investment Advisors LLC

Overview

Allied Investment Advisors LLC is an SEC registered investment adviser based in Billings, MT, registered since 2014. It reports $1.5B in assets under management across 2,411 accounts, with 12 employees. It has 12 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

99%

Accounts

2,411

Average account

$617K

Employees

12

Advisory reps

12

Registered since

2014

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Percentage of Assets and Subscription Fees

Executive officers 3 of 7

• Gary Robert Lucas Managing Member CRD 2059364
• Eric Allen Vermulm Chief Investment Officer, Chief Operating Officer, Member CRD 4839172
• John Elton Galt Chief Compliance Officer CRD 8039998

4 more executive officers, with direct contact details

Advisory reps 3 of 12

• Bart William Aby Investment Adviser Rep CRD 4974354
• Brock Owen Baker Investment Adviser Rep CRD 6578314
• Keith Allen Bushnell Insurance Agent · Investment Adviser Rep CRD 7076520

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3409 Transtech Way # A
Billings, MT 59102

County

Yellowstone

Metro area

Billings, MT

Region

West

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: alliedinvest.net

Every state, with registration dates

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