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Stanley Eugene Allred

ALLRED HARRIS WEALTH MANAGEMENT.
DALLAS, TX
·CRD# 721257·45 years experience

Professional Summary

Stanley Eugene Allred, who also goes by Stan Eugene Allred, is a registered financial advisor currently at ALLRED HARRIS WEALTH MANAGEMENT. located in Dallas, Texas. Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Stanley has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stan Eugene Allred

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

ALLRED HARRIS WEALTH MANAGEMENT.·CRD# 297533
RIA
8333 Douglas Avenue Suite 525, Dallas, TX 75225
October 2, 2018 - Present
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Dallas, TX
March 19, 2010 - October 2, 2018
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Dallas, TX
March 19, 2010 - October 2, 2018
HILLTOP SECURITIES INC.·CRD# 6220
RIA
Dallas, TX
February 2, 1987 - April 13, 2010
HILLTOP SECURITIES INC.·CRD# 6220
BD
Dallas, TX
February 2, 1987 - April 13, 2010
SCHNEIDER, BERNET & HICKMAN, INC.·CRD# 750
BD
July 20, 1983 - February 12, 1985
THOMSON MCKINNON SECURITIES INC.·CRD# 829
BD
July 18, 1983 - February 13, 1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED·CRD# 76
BD
November 19, 1982 - August 1, 1983
UNDERWOOD, NEUHAUS & CO., INCORPORATED·CRD# 839
BD
December 22, 1980 - November 30, 1982

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Current Firm

AH
ALLRED HARRIS WEALTH MANAGEMENT.

ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.

CRD#: 297533 / SEC#: 801-113900
RIA
Registered Investment Advisory firm - SEC (8/28/2018 Approved)

Contact Information

Main Address

8333 Douglas Avenue Suite 525, Dallas, TX 75225

Phone Number

(214) 965-7695

# of Employees

6

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALLRED CAPITAL MANAGEMENT BROCHURE (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

353

AUM (Assets Under Management)

$493,428,431

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)CIRCLE TEN COUNCIL, BOY SCOUTS OF AMERICA - DALLAS, TX, VICE PRESIDENT OF ENDOWMENT ON THE EXECUTIVE BOARD, REQUEST DONATIONS, DEVOTE APPROX 5 HRS PER MONTH, NONE DURING BSNS HRS.
(2)BAYLOR ORAL HEALTH FOUNDATION BOHF - DALLAS, TX, SERVE ON THE COMMITTEE THAT BRINGS RECOMMENDATIONS TO THE BOARD REGARDING THE FOUNDATION ENDOWMENT, DEVOTE APPROX 5 HRS PER MONTH, NONE DURING BSNS HRS.
(3) DERBY ENTERPRISES, LLC ADDRESS: 208 S PARK STREET,SAN ANGELO, TX NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: INVESTMENT RELATED:YES START DATE: 03/18/2013 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: I AM A 15% INVESTOR.
(4) DANICK RESOURCES ADDRESS: 5005 LBJ FREEWAY SUITE 1250,DALLAS, TX NATURE OF THE BUSINESS: OTHER (UNPAID) POSITION/TITLE: PARTNER INVESTMENT RELATED:NO START DATE: 02/05/2015 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: I AM A LIMITED PARTNER. NO RESPONSIBILITIES.
(5) Oklahoma Land Holdings, LLC Address: Dallas, TX Nature of the Business: Personal/Private Investment Investment Related: Yes Start Date: 08/30/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Investor 6. Northern Lights Royalties II, LP Address: Dallas, TX Nature of the Business: Personal/Private Investment Investment Related:Yes Start Date: 11/22/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Partnership interest 7. Lucky 5 & 6 Joint Venture, LLC Address: Dallas, TX Nature of the Business: Personal/Private Investment Investment Related:Yes Start Date: 11/22/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Land Investor

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AH
ALLRED HARRIS WEALTH MANAGEMENT.

ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.

CRD#: 297533 / SEC#: 801-113900
RIA
Registered Investment Advisory firm - SEC (8/28/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1980About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1980About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Mar 1994

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CRS (Client Relationship Summary) - RIA

Click below to view Stanley Eugene Allred's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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