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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-22-2004
- Office Locations
- 1
Office Locations
About Allen Wealth Management, LLC
Allen Wealth Management, LLC is a Boone, NC-based RIA providing fiduciary financial planning and portfolio construction for individuals and families, including estate and insurance planning. Portfolios are primarily implemented with public funds and ETFs alongside taxable and municipal bonds for asset allocation. Securities are offered through the Raymond James Financial Services platform, and the firm differentiates with its proprietary TRAIL® advice process.
Reported data analysis
What the numbers show
Between July 22, 2025 and January 29, 2026, reported AUM increased 19.9%, from $553.9M to $664.3M.
Across 5 reported observations, AUM increased 79.7% between August 19, 2022 and January 29, 2026, from $369.6M to $664.3M.
Of the latest reported AUM, 78.8% is discretionary and 21.2% is non-discretionary.
The firm reports 4 advisory representatives and 1,113 clients, or 278.3 clients per representative. That equates to $596.9K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Allen Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN CHESLEY ALLEN
Chief Compliance Officer, Founder
- CRD
- #4752027
- Ownership
- 75% or more
JOSEPH BYRON HILL
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Rylee Greer Critcher
--
- CRD
- #7466313
ERIC SCOTT FRANKLIN
Financial Advisor
- CRD
- #4330425
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,442,901 | $231,612 |
| Non-Discretionary | $140,882,616 | $302,973 |
| Total | $664,325,517 | $243,789 |
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Separately Managed Accounts
SMA allocation detail is available
Allen Wealth Management, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Allen Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.