VANCOUVER, WACRD 135147Latest ADV February 3, 2026
Allen Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated February 3, 2026, reports $200M in regulatory assets under management, 9 employees, 1 office, and 218 accounts.
Assets Under Management
$200M
Employees
9
Offices
1 office
Total Clients
109
Primary office
VANCOUVER, WA
701 COLUMBIA ST, STE 104, VANCOUVER, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.0% of total clients.
Top client categories% of clientsClients
1
Individuals
55.0%
60
2
HNWI
45.0%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of February 3, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts218
10Y AUM Change+$89M (+80.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee12:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.