$1.5B Total AUM
$1.5B Disc. AUM
17.5% 3Y CAGR
38 Employees
2,324 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- GlacierPathway beacon +more
- Established Date
- 07-15-2005
- Office Locations
- 4
Office Locations
10050 Regency Circle Omaha NE
201 N. Spruce ST Ogallala NE
3032 West Stolley Park Road Suite E Grand Island NE
About Allen Capital Group, LLC
Allen Capital Group is a Nebraska-based advisory firm serving clients nationwide with customized portfolio management and integrated wealth planning, including tax and estate/trust strategies. The team emphasizes behavioral finance and a bucket-based approach to help clients stay disciplined through volatility, and also educates clients on opportunities like private markets. CIO Travis Portwood has appeared on the LIBA Business Hour Podcast.
Team overview
47 AVG AGE
$71.5M AVG AUM / ADVISOR
$646.1K AVG AUM / CLIENT
7.4 yrs AVG TENURE
38 Employees
21 Advisory Reps
21 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Unison optima Unison eagle Atlas harbor Beacon Eagle insight Glacier
Client Personas
Radial vector Optima value
Custodian
Fusion Harbor meridian Atlas summit Signal north Eagle matrix Momentum oak Glacier quantum Fusion ridge Beacon
Investment Themes
Value Pioneer delta Crest wave Meridian
Investment Vehicles
Vital ridge
Platform
Signal Vector matrix Signal beacon
Services
Element wave Fusion atlas Matrix pathway Vital vital Optima optima Wave radial Unison Frontier legacy Frontier Bridge
Technology
Vital frontier Harbor vector North Matrix
Owner & Executives
MARK JEROME ALLEN
Chief Compliance Officer, Managing Member
- CRD
- #4581548
- Ownership
- 25% but less than 50%
(827) 379-1993
capital.optima@wavecapital.com
in linkedin.com/in/element-summit
PHILIP JOE MCBRIDE
Senior Wealth Advisor
- CRD
- #5303038
- Ownership
- 10% but less than 25%
(690) 911-1009
pioneer.eagle@ridgecapital.com
in linkedin.com/in/beacon-alpha
H
Harbor pioneer
Optima delta
- CRD
- #77913
- Ownership
- 31.8%
(315) 879-7431
north.pathway@deltacapital.com
in linkedin.com/in/element-summit
Showing 2 of 8 owners & executives
Unlock allContacts
ERIC JEROME ALLEN
CFP
- CRD
- #808930
(398) 287-8653
capital.horizon@oakcapital.com
in linkedin.com/in/vector-value
Steven Philip Cahoy
Wealth Advisor
- CRD
- #7223423
(711) 224-4612
ember.alpha@wavecapital.com
in linkedin.com/in/unison-vector
G
Glacier eagle
Radial timber
- CRD
- #76245
(728) 376-2171
meridian.quantum@wavecapital.com
in linkedin.com/in/glacier-alpha
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,495,911,686 | $208,926 |
| Non-Discretionary | $5,644,399 | $2,822,200 |
| Total | $1,501,556,085 | $209,656 |
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Separately Managed Accounts
Total SMA Asset: $1,495,911,686
Public Funds:
16.4% Equity - Exchange:
9.8% Cash:
4.0% Municipal Bonds:
17.5% Other:
19.0% Corporate - Investment Grade:
7.7% Private Funds:
19.4% U.S. Government/Agency:
6.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,045,487,972 | 16.4% |
| Equity - Exchange | $624,742,812 | 9.8% |
| Cash | $254,997,066 | 4.0% |
| Municipal Bonds | $1,115,612,165 | 17.5% |
| Other | $1,211,236,065 | 19.0% |
| Corporate - Investment Grade | $490,869,353 | 7.7% |
| Private Funds | $1,236,735,772 | 19.4% |
| U.S. Government/Agency | $395,245,453 | 6.2% |
| Total | $6,374,926,658 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM CATALYST | SIGNAL SUMMIT | O0FZ7XHTZ | ZXT | 2.16% | $88,657,545 |
| PIONEER INSIGHT SIGNAL | FRONTIER EMBER | Q44MO3QOY | HBH | 5.98% | $19,027,283 |
| ELEMENT OAK | GLACIER EAGLE | IR2B1LKXY | ROJM | 5.94% | $98,403,632 |
| DELTA PIONEER | FUSION MATRIX | GSPNWIRWY | PIYWQ | 2.90% | $15,649,969 |
| TIMBER PATHWAY PATHWAY | VITAL ALPHA | PD7WIRWNE | XIV | 8.97% | $75,505,243 |
| QUANTUM VERTEX | PIONEER HARBOR | QYZTW8FC1 | OCM | 4.27% | $69,079,828 |
| FRONTIER MATRIX | RIDGE FUSION | A082GS3PL | ZGZXL | 1.54% | $107,308,665 |
| FUSION UNISON OAK | LEGACY LEGACY | 2FFE83UD5 | RWSJ | 10.72% | $43,568,914 |