Allen Capital Management, LLC
● SEC registered since 2006CRD 135147SEC# 801-67018Vancouver, WA
Reg. AUM
$200M
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 $200 million in regulatory assets under management and employs 9 people.
Allen Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Trust Company Control | Owner | Over 75% | 2023 |
| Stuart Bradley Allen Control | Managing Member/Chief Compliance Officer | Under 5% | 2005 |
Frequently asked questions
How much does Allen Capital Management, LLC manage?
Allen Capital Management, LLC reports $200 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
| Address | 701 Columbia St, Ste 104, Vancouver, WA 98660 |
| Phone | 503-292-1041 |
| Fax | 503-243-6708 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$200Mregulatory AUM
Discretionary $200M