Allied Portfolio Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Allied Portfolio Management reports 124 clients. They include 83 individual clients, 38 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($240M across 327 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 7% |
| High-net-worth individuals | 31% | 91% |
| Pension and profit-sharing plans | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 83 | $17.9M | 7.4% | $215K |
| High-net-worth individuals | 38 | $219M | 91.2% | $5.76M |
| Pension and profit-sharing plans | Fewer than 5 | $3.35M | 1.4% | $1.12M |
| Total | 124 | $240M | 100% | — |
- Clients
- 83
- Regulatory AUM
- $17.9M
- AUM share
- 7.4%
- Avg. per client
- $215K
- Clients
- 38
- Regulatory AUM
- $219M
- AUM share
- 91.2%
- Avg. per client
- $5.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.35M
- AUM share
- 1.4%
- Avg. per client
- $1.12M
Total
- Clients
- 124
- Regulatory AUM
- $240M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Allied Portfolio Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consultations
- Up to $150 an hour for consultations, depending on the complexity of the financial situation.
Steven Graham owns 75% or more of Allied Portfolio Management. The leadership team of Allied Portfolio Management includes President Steven Graham. It has 2 employees, 1 of them in advisory roles.
Leadership
- Steven GrahamPresident / Chief Compliance Officer
- Julie GrahamOperations - Owner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- Owns 75% or more of Allied Portfolio Management, Inc.
Steven Graham
Control person · since October 1999
Allied Portfolio Management’s regulatory assets grew 1.5× from $159M (March 2021) to $240M (April 2026); clients rose from 109 to 124 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $240M | 124 | 2 | 1 |
| March 2025 | $209M | 140 | 2 | 1 |
| March 2024 | $182M | 120 | 2 | 1 |
| February 2023 | $161M | 113 | 2 | 1 |
| March 2022 | $179M | 114 | 2 | 1 |
| March 2021 | $159M | 109 | 3 | 1 |
Besides its headquarters, Allied Portfolio Management has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 5987 E. Grant Road, TucsonHQ
Contact and registration details
- Legal name
- Allied Portfolio Management, Inc.
- Headquarters
- 5987 E. Grant Road, Tucson, AZ 85712
- Website
- Not reported
- Phone
- 520-296-1035
- SEC file
- 801-61656
- Structure
- Arizona corporation
- Fiscal year end
- December
Allied Portfolio Management has custody of $1M in client assets for 1 client.
At year end, Allied Portfolio Management’s separately managed accounts were mostly in stocks (75%) and cash (19%).
What the accounts hold
- Stocks75%
- Bonds6%
- Cash19%
How many clients does Allied Portfolio Management have?
Allied Portfolio Management has 124 clients and manages $240 million for them, as of April 2026. They include 83 individual clients, 38 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Allied Portfolio Management offer?
Allied Portfolio Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Allied Portfolio Management have?
Allied Portfolio Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Allied Portfolio Management invest in?
At the end of its last fiscal year, Allied Portfolio Management’s separately managed accounts held 75% exchange-traded equities, 19% cash and equivalents and 6% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Allied Portfolio Management?
Allied Portfolio Management’s direct owner is Steven Graham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Allied Portfolio Management get paid?
Allied Portfolio Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Allied Portfolio Management?
Allied Portfolio Management’s main office is at 5987 E. Grant Road, Tucson, AZ 85712. Its phone number is 520-296-1035.