Allen Capital Group LLC

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Assets, Funds, Holdings

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Allen Capital Group LLC
CRD #135879
SEC #801-64514
CIK #0001601384
AUM $998.5 MM (2024-06-06)
Employees 37 (54% Investors, 0% Brokers)
Phone308-385-1500
Address3540 PrairieView Street
Grand Island, NE 68803
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
100080060040020002003201020172025
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 ($MM)
90072054036018002017201920222025
Type Form D Funds Date Sold ($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
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
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