G.B. ALLEN ASSOCIATES, INC.

Overview

G.B. Allen Associates, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as a corporation under individual ownership and runs a straightforward advisory model: discretionary asset management billed as a percentage of assets under management. Investment activity is equity-centric—portfolios are structured with a clear preference for exchange-traded equities and ETFs, supplemented with mutual funds where appropriate. The firm does not position itself as an ESG-focused manager and does not present as a multi-state or pension consultant advisor. Portfolios appear built for private clients and family investors who want active equity exposure with discretionary oversight. Advisor activity centers on direct management rather than acting as a capital allocator to external alternative fund managers. The firm’s affiliation with accounting professionals suggests a client base that values integrated tax and financial planning inputs alongside investment management.

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Public Holdings

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Location & Offices