Allen Capital Management, LLC

Overview

Allen Capital Management, LLC is an independent registered investment adviser formed in 2006 that provides fee-based portfolio management primarily to individuals and families, with capacity to manage assets for small businesses and institutional clients. The firm operates as a limited liability company owned by domestic entities/individuals. Its advisory model charges a percentage of assets under management and focuses on discretionary portfolio management rather than acting as a capital allocator or pension consultant. The firm does not position itself as an ESG investor and lists a trust company among its industry affiliations.

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