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ALLEN CAPITAL GROUP, LLC
CRD 135879 · SEC 801-64514
3540 PRAIRIEVIEW STREET, SUITE 200, GRAND ISLAND, NE, 68803, United States
Phone
308-385-1500
Fax
308-398-1234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.50B
Team
38 total employees; 21 advisory reps; 50 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1779 | $427.1M |
| High net worth individuals | 410 | $985.4M |
| Pooled investment vehicles | 2 | $5.6M |
| Pension/profit sharing plans | 4 | $8.6M |
| Charitable organizations | 56 | $56.5M |
| Corporations/business entities | 23 | $18.3M |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, LA, MN, NE, NV, SC, TN, VA, WI, WY, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD