Allen Capital Management, LLC
Allen Capital Management, LLC is an SEC-registered wealth manager in Vancouver, WA with $200.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Allen Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135147, SEC 801-67018, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $200.0M (2026-02-03)
- Firm type
- Wealth Manager
- Location
- Vancouver, WA
- Employees
- 9
- Clients
- 109
- CRD
- 135147
- Ownership
- ALLEN, STUART, BRADLEY; ALLEN TRUST COMPANY
How much AUM does Allen Capital Management, LLC have?
Allen Capital Management, LLC reported $200.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Allen Capital Management, LLC?
Disclosed owners and executives of Allen Capital Management, LLC include ALLEN, STUART, BRADLEY, ALLEN TRUST COMPANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.