$31.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2015
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Allen Investment Management
Allen Investment Management is a founder-led RIA in Leesburg, VA providing investment management and financial planning for retail clients, including entrepreneurs. Portfolios emphasize asset allocation and active risk management, implemented primarily with ETFs (with limited cash and public funds exposure). Custody is maintained through Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$31.4M AVG AUM / ADVISOR
$668.1K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Horizon oak Zenith Focus
Client Personas
Alpha insight
Custodian
Atlas
Investment Themes
Atlas Harbor Delta Meridian
Investment Vehicles
Pathway
Services
Vertex glacier Optima meridian Foundation focus Pioneer Delta radial Beacon frontier
Owner & Executives
R
ROBERT JASON ALLEN
Chief Compliance Officer, President
- CRD
- #4651395
- Ownership
- 75% or more
(631) 637-9198
beacon.ember@harborcapital.com
in linkedin.com/in/alpha-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,400,000
Equity - Exchange:
40.5% Cash:
39.3% Public Funds:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,878,255,446 | 40.5% |
| Cash | $2,792,973,803 | 39.3% |
| Public Funds | $1,435,574,322 | 20.2% |
| Total | $7,106,803,571 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION RADIAL VECTOR | HORIZON LEGACY | Q7SBQPNC4 | KUJG | 3.87% | $71,545,874 |
| ALPHA BEACON FOUNDATION | FRONTIER RADIAL | 3V4YNJ77H | OWURD | 8.51% | $105,382,120 |
| CAPITAL CATALYST | WAVE QUANTUM | 6DZLFMWLG | YQJ | 8.59% | $7,858,109 |
| CATALYST FOUNDATION PRIME | EMBER RIDGE | UCTHRLKQA | ONEIW | 4.95% | $106,161,187 |
| TIMBER ALPHA | ELEMENT MERIDIAN | HSBBMDFFG | YUM | 6.81% | $103,537,690 |
| INSIGHT FOCUS | WAVE CATALYST | FGXIPNYYM | EJO | 6.02% | $30,169,534 |
| SIGNAL WAVE ATLAS | SUMMIT PRIME | 99U6KB3BU | GRX | 3.88% | $80,680,345 |
| BEACON HARBOR NORTH | CAPITAL PATHWAY | 3FAHTB3BT | IKL | 5.42% | $64,589,642 |