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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Allen Capital Management LLC
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| CRD # | 135147 |
| SEC # | 801-67018 |
| CIK # | 0001601384 |
| AUM | $192.4 M (2025-03-11) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 503-292-1041 |
| Address | 701 Columbia St, Ste 104 Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.8 | ||
| ETFS Gold Trust | 18.2 | ||
| Global MOFY Metaverse Ltd | 17.2 | ||
| Microsoft Corp | 15.3 | ||
| J P Morgan Chase & Co | 12.5 | ||
| Facebook Inc | 11.6 | ||
| Nvidia Corp | 11.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.9 | ||
| Amazon Com Inc | 9.1 | ||
| Schwab Charles Corp | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 52.1 |
| (b) Individuals (high net worth individuals) | 43 | 140.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 192.4 |
| By Discretionary | ||
| Discretionary | 218 | 192.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 192.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.4 | |
| Total | 218 | 192.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001601384] |
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