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Allen Capital Management, LLC

● SEC registered since 2006CRD 135147SEC# 801-67018Vancouver, WA
Export (members)
Reg. AUM
$192.4M
Employees
9
Accounts
218
Location
Vancouver, WA

Allen Capital Management, LLC assets under management

Allen Capital Management, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2006. It reports $192.4 million in regulatory assets under management and employs 9 people.
www.allencapital.comView on SEC.gov ↗

Allen Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Allen Trust Company ControlOwnerOver 75%2023
Stuart Bradley Allen ControlManaging Member/Chief Compliance OfficerUnder 5%2005

Frequently asked questions

How much does Allen Capital Management, LLC manage?

Allen Capital Management, LLC reports $192.4 million in regulatory assets under management on its Form ADV.

How many employees does Allen Capital Management, LLC have?

Allen Capital Management, LLC reports 9 employees.

Where is Allen Capital Management, LLC located?

Allen Capital Management, LLC is based in Vancouver, WA and has been SEC-registered since 2006.

Does Allen Capital Management, LLC disclose fund performance?

Allen Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 Columbia St, Ste 104, Vancouver, WA 98660
Phone503-292-1041
Fax503-243-6708
Office hours8:30a.m.-4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.4M
Non-discretionary$0
Total (RAUM)$192.4M