Allen Capital Management LLC

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Assets, Funds, Holdings

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Allen Capital Management LLC
CRD #135147
SEC #801-67018
CIK #0001601384
AUM $179.3 MM (2024-08-19)
Employees 9 (44% Investors, 0% Brokers)
Phone503-292-1041
Address701 Columbia St, Ste 104
Vancouver, WA 98660
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
180144108723602005201120182025
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 ($MM)
90072054036018002017201920222025
AUM Breakdown Accounts AUM ($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
13F-HR [0001601384]
Comparable Firms State AUM ($BB)
Ward & Associates
CA 0.2
Hill Country Retirement Solutions LLC
TX 0.2
GHE LLC
TN 0.2
DRH Investments Inc
CA 0.2
Equitycompass Investment Management LLC
MD 0.2
Taconic Advisors Inc
NY 0.2
Worth Financial Advisory Group LLC
NC 0.2
Jennings & Associates Financial Advisors LLC
KY 0.2
Heritage Financial Counselors LLC
NJ 0.2
Cap Partners LLC
TN 0.2
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