ARCHIE GRAY ALLEN, JR.

Overview

Archie Gray Allen, JR. operates a single-owner advisory practice structured as a sole proprietorship that delivers discretionary portfolio management to individuals and small businesses. The firm’s mandate is heavily equity-focused: its asset mix and filing language point to a preference for exchange-traded equities and customized equity sleeves, managed on a discretionary basis. Services are delivered under a fee model that includes a percentage-of-AUM component and other fee arrangements. The adviser does not identify as an ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant. With a small client base and a high average account size, the practice appears geared to high-net-worth individuals and family relationships where portfolios are tailored rather than scaled across many retail accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices