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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Ridge foundationRidge ridge
- 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.
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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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ERIC SCOTT FRANKLIN
Financial Advisor
- CRD
- #4330425
Bradley McDonald Greer
--
- CRD
- #5072567
Showing 2 of 4 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
Total SMA Asset: $664,325,517
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $417,395,489 | 14.3% |
| Equity - Exchange | $560,419,118 | 19.2% |
| Corporate - Investment Grade | $545,824,870 | 18.7% |
| Corporate - Non-Investment Grade | $277,290,710 | 9.5% |
| Municipal Bonds | $227,670,267 | 7.8% |
| Cash | $277,290,710 | 9.5% |
| Sovereign Bonds | $493,285,578 | 16.9% |
| Other | $119,672,832 | 4.1% |
| Total | $2,918,849,574 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH OAK OPTIMA | OPTIMA OPTIMA | 22HJY0DO0 | JQHIO | 0.75% | $58,662,170 |
| OAK MERIDIAN | DELTA ZENITH | XZ4WEM84X | GWD | 3.42% | $7,344,553 |
| VECTOR PEAK | DELTA ZENITH | 5WMDNA0UP | FWC | 6.58% | $64,928,031 |
| VITAL EMBER VITAL | SIGNAL NORTH | DNG2IKHTX | RDC | 10.08% | $93,080,231 |
| MERIDIAN CAPITAL | LEGACY HORIZON | GLMTHG8W7 | YIETZ | 3.43% | $52,142,727 |
| CATALYST PRIME | PRIME CREST | 3RMKSE22U | XTR | 4.62% | $83,731,771 |
| PATHWAY BRIDGE NORTH | HARBOR RADIAL | 2O8K60QBJ | ZULD | 9.08% | $87,497,922 |
| PATHWAY PRIME OAK | SIGNAL INSIGHT | 1DGJOT2YC | JSSKU | 3.00% | $48,687,648 |