Overview
Assets Under Management: $200 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
ALLEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135147), ALLEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALLEN CAPITAL MANAGEMENT, LLC is headquartered in VANCOUVER, WA.
ALLEN CAPITAL MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, ALLEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ALLEN CAPITAL MANAGEMENT, LLC manages $200 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, ALLEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 135147
Filing ID: 2036628
Last Filing Date: 2026-02-03 13:18:14