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ALLEN CAPITAL MANAGEMENT, LLC

CRD 135147 · SEC 801-67018

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701 COLUMBIA ST, STE 104, VANCOUVER, WA, 98660, United States

Phone

503-292-1041

Fax

503-243-6708

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$200.0M

Discretionary AUM

$200.0M

Team

9 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-03

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals60$33.9M
High net worth individuals49$166.1M

States served

OR, WA

All web addresses on file

Official SEC filing: View on IAPD