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Allen Capital Management, LLC

Allen Capital Management, LLC. CRD 135147

Allen Capital Management, LLC logo

CRD: 135147

Allen Capital Management, LLC

Vancouver, WA, 98660
5032921041
www.allencapital.com
$200.0M Total AUM
$200.0M Disc. AUM
3.3% 3Y CAGR
9 Employees
109 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Value insight
Established Date
06-08-2005
Office Locations
2

Office Locations

5000 Meadows RD, STE 300 Lake Oswego OR
701 Columbia ST, STE 104 Vancouver WA

About Allen Capital Management, LLC

Allen Capital Management is an SEC-registered, fee-only RIA in Vancouver, WA, founded by Stuart B. Allen and affiliated with Allen Trust Company. The firm provides personalized investment management built on independent research, diversification, and strategic asset allocation to support cash-flow and growth goals and align with tax, retirement, and estate-planning needs. Client-directed values-based investment restrictions are available.

Team overview

60 AVG AGE
$100.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
10.8 yrs AVG TENURE
9 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Pathway matrix Ember glacier Bridge Capital

Client Personas

Focus

Custodian

Harbor vital Legacy capital

Investment Themes

Horizon

Investment Vehicles

Summit

Platform

Peak

Services

Optima Ember pathway Unison glacier Peak Legacy

Technology

Vital

Owner & Executives

S

STUART BRADLEY ALLEN

Chief Compliance Officer, Financial Advisor, Managing Member, Owner, President

CRD
#3014735
Ownership
Less than 5%
(408) 899-7472
crest.vertex@quantumcapital.com
in linkedin.com/in/optima-foundation

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Contacts

A

Akili Luvu Kelekele

--

CRD
#7776872
(799) 331-6672
element.atlas@pathwaycapital.com
in linkedin.com/in/timber-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-30-2022
03-29-2023
08-19-2024
03-11-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $200,030,786 $917,572
Non-Discretionary $0 --
Total $200,030,786 $917,572

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Separately Managed Accounts

Total SMA Asset: $200,030,786

$200.0M Total SMA
Equity - Exchange:
18.5%
Corporate - Investment Grade:
5.3%
Public Funds:
16.7%
Cash:
20.5%
Municipal Bonds:
16.5%
U.S. Government/Agency:
22.5%
Asset class Assets Assets %
Equity - Exchange $165,465,140 18.5%
Corporate - Investment Grade $47,403,527 5.3%
Public Funds $149,365,829 16.7%
Cash $183,353,263 20.5%
Municipal Bonds $147,577,017 16.5%
U.S. Government/Agency $201,241,387 22.5%
Total $894,406,163 100.0%

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