RIA Intelligence

ALLEN CAPITAL MANAGEMENT, LLC

CRD #135147 SEC #801-67018 VANCOUVER, WA 503-292-1041
SEC Registered
Total AUM
$192.4M
Discretionary
$192.4M
Employees
9
Clients
0
Accounts
218

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
ALLEN TRUST COMPANYDEOWNERE Control
ALLEN TRUST COMPANYDEOWNERE Control
ALLEN TRUST COMPANYDEOWNERE Control
ALLEN TRUST COMPANYDEOWNERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ALLEN, STUART, BRADLEYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (2)

OR WA

Address

701 COLUMBIA ST, STE 104
VANCOUVER, WA 98660
United States
Phone: 503-292-1041