GRAND ISLAND, NECRD 135879Latest ADV March 31, 2026
Allen Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Island, NE. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 38 employees, 5 offices, and 7,162 accounts.
Assets Under Management
$1.5B
Employees
38
Offices
5 offices
Total Clients
2,274
Primary office
GRAND ISLAND, NE
3540 PRAIRIEVIEW STREET, SUITE 200, GRAND ISLAND, NE, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
1,779
2
HNWI
18.0%
410
3
Charitable
2.5%
56
4
Corporations
1.0%
23
5
Pension Plans
0.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary99.6%
$1.5B
100% of total RAUM99.6%
Non-discretionary0.4%
$6M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts7,162
10Y AUM Change+$1.2B (+394.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee60:1
10Y Employee Change+13 (+52.0%)
* 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.