Allen Capital Group, LLC
● SEC registered since 2005CRD 135879SEC# 801-64514Grand Island, NE
Ranks #2,507 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.5B
Fund GAV
$6.5M
Private funds
2
Employees
38
Accounts
7,162
Location
Grand Island, NE
Allen Capital Group, LLC assets under management
Allen Capital Group, LLC is a registered investment adviser overseen by the SEC based in Grand Island, NE. The firm has been registered since 2005. It reports $1.5 billion in regulatory assets under management and employs 38 people. Allen Capital Group, LLC manages 2 private funds with combined gross assets of $6.5 million, including Acg Aerie, LLC. By regulatory assets, it ranks 2,507 of 6,004 private fund managers.
Allen Capital Group, LLC private funds
2 funds · $6.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Acg Aerie, LLC | Real Estate | $4.3M | $125K |
| Acg Aerie II, LLC | Real Estate | $2.2M | $125K |
Allen Capital Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jenny Nichol Control | Chief Financial Officer | 5-10% | 2015 |
| Kent Kurtis Koch | Member | 5-10% | 2023 |
| Mark J. Allen Legacy Trust | Member | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Allen Capital Group, LLC manage?
Allen Capital Group, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Allen Capital Group, LLC manage?
Allen Capital Group, LLC manages 2 private funds with combined gross assets of $6.5 million.
How many employees does Allen Capital Group, LLC have?
Allen Capital Group, LLC reports 38 employees.
Where is Allen Capital Group, LLC located?
Allen Capital Group, LLC is based in Grand Island, NE and has been SEC-registered since 2005.
Does Allen Capital Group, LLC disclose fund performance?
Allen Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3540 Prairieview Street, Suite 200, Grand Island, NE 68803 |
| Phone | 308-385-1500 |
| Fax | 308-398-1234 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1601384 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.5B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.5Bregulatory AUM
Discretionary $1.5BNon-discretionary $5.6M
Service providers
Auditor