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Allen Capital Group LLC
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CRD # | 135879 |
SEC # | 801-64514 |
CIK # | 0001601384 |
AUM | $998.5 MM (2024-06-06) |
Employees | 37 (54% Investors, 0% Brokers) |
Phone | 308-385-1500 |
Address | 3540 PrairieView Street Grand Island, NE 68803 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 18.3 | |
SGOL | 13.9 | ||
SPEM | 13.2 | ||
MSFT | 1,918,222.4 | 9.0 | |
NVDA | 399,550.0 | 8.1 | |
JPM | 340,169.2 | 7.6 | |
BX | 69,051.8 | 6.9 | |
GOOGL | 1,475,138.5 | 6.9 | |
META | 434,852.0 | 6.9 | |
TSM | 437,370.3 | 6.1 |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | ACG Aerie LLC | 2024-03-29 | 4.1 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,685 | 361.2 |
(b) Individuals (high net worth individuals) | 252 | 562.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 8.4 |
(h) Charitable organizations | 47 | 42.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 23 | 23.4 |
(n) Other | 0 | 0.0 |
Total | 6,140 | 998.5 |
By Discretionary | ||
Discretionary | 6,140 | 998.5 |
Non-Discretionary | 0 | 0.0 |
Total | 6,140 | 998.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 998.5 | |
Total | 6,140 | 998.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001601384] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
OREI Advisors LP
✚
|
TX | 1.3 |
CCV LLC
✚
|
NY | 1.0 |
Hohimer Wealth Management LLC
✚
|
WA | 0.8 |
Regis Metro Associates Inc
✚
|
CA | 0.8 |
Gibraltar Capital Management Inc
✚
|
OK | 0.8 |
Portfolio Strategies Inc NY
✚
|
NJ | 0.7 |
Towercrest Capital Management LLC
✚
|
PA | 0.6 |
Canvas Wealth Advisors LLC
✚
|
KS | 0.6 |
Westwind Capital
✚
|
NM | 0.6 |
Arista Wealth Management LLC
✚
|
NV | 0.6 |