ALLEN CAPITAL MANAGEMENT, LLC

Overview

Allen Capital Management, LLC is a fee-based advisory shop focused on high-net-worth individuals and families, offering discretionary portfolio management for both personal and business/institutional clients. The firm emphasizes equity exposure as its primary allocation tool, combining listed equities and ETFs to build core portfolios. Allen Capital Management, LLC is not positioned as an ESG-focused allocator and operates with a traditional, percentage-of-AUM fee model. The adviser also maintains a relationship with a trust company, which supports custody, trust administration or related fiduciary services for clients who need them. Investment activity centers on liquid public markets for the bulk of client assets, while selective use of third-party alternative managers supplements equity holdings for diversification and return enhancement. The firm has been SEC-registered since 2006 and is organized as a limited liability company under domestic ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices