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Allen Capital Management LLC
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CRD # | 135147 |
SEC # | 801-67018 |
CIK # | 0001601384 |
AUM | $179.3 MM (2024-08-19) |
Employees | 9 (44% Investors, 0% Brokers) |
Phone | 503-292-1041 |
Address | 701 Columbia St, Ste 104 Vancouver, WA 98660 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 97 | 84.1 |
(b) Individuals (high net worth individuals) | 13 | 95.2 |
(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 | 268 | 179.3 |
By Discretionary | ||
Discretionary | 268 | 179.3 |
Non-Discretionary | 0 | 0.0 |
Total | 268 | 179.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 179.3 | |
Total | 268 | 179.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001601384] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ward & Associates
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|
CA | 0.2 |
Hill Country Retirement Solutions LLC
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TX | 0.2 |
GHE LLC
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|
TN | 0.2 |
DRH Investments Inc
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|
CA | 0.2 |
Equitycompass Investment Management LLC
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|
MD | 0.2 |
Taconic Advisors Inc
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|
NY | 0.2 |
Worth Financial Advisory Group LLC
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|
NC | 0.2 |
Jennings & Associates Financial Advisors LLC
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|
KY | 0.2 |
Heritage Financial Counselors LLC
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|
NJ | 0.2 |
Cap Partners LLC
✚
|
TN | 0.2 |