Wealth Manager
    SEC Registered
    Manages Private Funds

    Allen Capital Group, LLC

    Registered investment advisor · Grand Island, Nebraska · CRD #135879

    Assets Under Management
    $1.5B
    Client Accounts
    7,162
    Employees
    38
    CRD Number
    135879
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Allen Capital Group, LLC

    Allen Capital Group, LLC is a fiduciary-focused SEC Registered Investment Advisor based in Grand Island, Nebraska, providing tailored investment, trust, and tax planning services without product sales. The firm maintains complete independence from fund companies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Allen Capital Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Allen Capital Group, LLC's AUM?

    Allen Capital Group, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Allen Capital Group, LLC headquartered?

    Allen Capital Group, LLC is headquartered in Grand Island, Nebraska.

    What is Allen Capital Group, LLC's CRD number?

    Allen Capital Group, LLC's CRD number is 135879. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Allen Capital Group, LLC manage?

    Allen Capital Group, LLC manages approximately 7,162 client accounts according to its latest SEC filing.

    Is Allen Capital Group, LLC SEC registered?

    Yes, Allen Capital Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Nebraska

    Orion Portfolio Solutions, LLC
    Omaha, NE · $64.8B AUM
    Cwm, LLC
    Omaha, NE · $50.6B AUM
    Ameritas Investment Partners, Inc.
    Lincoln, NE · $29B AUM
    Ameritas Advisory Services, LLC
    Lincoln, NE · $13.7B AUM
    Bridges Investment Management Inc
    Omaha, NE · $11.3B AUM
    Mutual Advisors, LLC
    Omaha, NE · $8.5B AUM
    See all top RIA firms in Nebraska →

    Research firms like Allen Capital Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial