# Allocator Solutions

Allocator Solutions is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** allocator.com

## Regulatory record

- **CRD number:** 337300
- **SEC file number:** 801-133802
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337300

## About

Allocator Solutions, LLC is an SEC-registered investment adviser in St Louis, MO, registered since 2025. The firm manages approximately $514 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the core service model of Allocator Solutions?

The firm operates as an outsourced chief investment officer and turnkey asset management platform (TAMP) provider. It designs, monitors, and rebalances multi-asset model portfolios for financial advisors and smaller institutions who lack dedicated in-house investment staff. Rather than selling proprietary products, it aggregates institutional-grade third-party strategies, negotiates favorable share classes, and overlays a governance and due diligence framework.

### Who is the primary client base for Allocator Solutions?

The firm's services are aimed at independent financial advisors, registered investment advisors (RIAs), and wealth management practices that want to offer institutional-quality portfolios without building an investment team from scratch. It also serves smaller institutions — such as community foundations or mid-sized retirement plan sponsors — that need fiduciary-level portfolio oversight.

### Does Allocator Solutions provide brokerage or custody services?

No. The firm operates as an overlay manager, interfacing with major custodial platforms to execute its portfolio models. Client assets remain on the custody platform selected by the advisor or institution. Allocator Solutions provides the investment management and rebalancing instructions, while the custodian handles trade execution, settlement, and safekeeping.

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Last updated: 2026-07-10T23:01:05.000Z

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