ALLEN CAPITAL MANAGEMENT, LLC
  • ALLEN CAPITAL MANAGEMENT, LLC

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Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 07/17/2006
Other registrations (1)
ADV Location VANCOUVER, WA, United States
Contact Info 503 xxxxxxx
Websites
AUM* 200,030,786 12%
of that, discretionary 200,030,786 12%
Number of Employees 9
of those in investment advisory functions 2 -50%
Private Fund GAV* 0
Avg Account Size 917,572 37%
% High Net Worth 44.95% 280%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

200M 171M 143M 114M 86M 57M 29M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary