|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Allen Capital Group LLC
✚
|
|
|---|---|
| CRD # | 135879 |
| SEC # | 801-64514 |
| CIK # | 0001601384 |
| AUM | $1.2 B (2025-07-28) |
| Employees | 39 (51% Investors, 0% Brokers) |
| Phone | 308-385-1500 |
| Address | 3540 PrairieView Street Grand Island, NE 68803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001601384 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.8 | ||
| ETFS Gold Trust | 18.2 | ||
| Global MOFY Metaverse Ltd | 17.2 | ||
| Microsoft Corp | 15.3 | ||
| J P Morgan Chase & Co | 12.5 | ||
| Facebook Inc | 11.6 | ||
| Nvidia Corp | 11.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.9 | ||
| Amazon Com Inc | 9.1 | ||
| Schwab Charles Corp | 9.0 | ||
| Alphabet Inc | 8.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | ACG Aerie II LLC | 2025-03-31 | 0.0 | |
| RE | ACG Aerie LLC | [2024-03-29] | 4.1 | 3.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,722 | 390.5 |
| (b) Individuals (high net worth individuals) | 332 | 751.3 |
| (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 | 1 | 3.4 |
| (g) Pension and profit sharing plans | 4 | 11.8 |
| (h) Charitable organizations | 50 | 49.1 |
| (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 | 21 | 17.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,558 | 1,223.2 |
| By Discretionary | ||
| Discretionary | 6,558 | 1,223.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,558 | 1,223.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,223.2 | |
| Total | 6,558 | 1,223.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Allen | 34 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001601384] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bulltick Wealth Management LLC
✚
|
FL | 1.7 |
|
HCR Wealth Advisors
✚
|
CA | 1.7 |
|
Buchanan Street Partners LP
✚
|
CA | 1.6 |
|
Latash Investments LLC
✚
|
AK | 1.5 |
|
TRB Wealth Management LLC
✚
|
TX | 1.2 |
|
Verity Asset Management Inc
✚
|
NC | 1.0 |
|
Arista Wealth Management LLC
✚
|
NV | 1.0 |
|
Hohimer Wealth Management LLC
✚
|
WA | 1.0 |
|
Portfolio Strategies Inc NY
✚
|
NJ | 0.9 |
|
Gibraltar Capital Management Inc
✚
|
OK | 0.8 |