ALLEN CAPITAL GROUP, LLC
CRD #135879 SEC #801-64514 GRAND ISLAND, NE 308-385-1500
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
39
Clients
101
Accounts
6,558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.2B | $1.2B | $0 | 39 | 31 |
| Jun 2025 | $1.2B | $1.2B | $0 | 39 | 31 |
| Apr 2025 | $1.2B | $1.2B | $0 | 39 | 31 |
| Mar 2025 | $1.2B | $1.2B | $0 | 39 | 31 |
| Nov 2024 | $998.5M | $998.5M | $0 | 38 | 29 |
| Oct 2024 | $998.5M | $998.5M | $0 | 38 | 29 |
| Jun 2024 | $998.5M | $998.5M | $0 | 37 | 29 |
| Apr 2024 | $998.5M | $998.5M | $0 | 38 | 29 |
| Mar 2024 | $998.5M | $998.5M | $0 | 38 | 29 |
| Dec 2023 | $815.7M | $815.7M | $0 | 43 | 28 |
| Dec 2023 | $815.7M | $815.7M | $0 | 42 | 28 |
| Dec 2023 | $815.7M | $815.7M | $0 | 41 | 28 |
| Dec 2023 | $815.7M | $815.7M | $0 | 42 | 28 |
| Sep 2023 | $815.7M | $815.7M | $0 | 42 | 28 |
| Aug 2023 | $815.7M | $815.7M | $0 | 43 | 28 |
| Mar 2023 | $815.7M | $815.7M | $0 | 42 | 28 |
| Jan 2023 | $889.9M | $889.9M | $0 | 39 | 27 |
| Jan 2023 | $889.9M | $889.9M | $0 | 40 | 27 |
| Dec 2022 | $889.9M | $889.9M | $0 | 40 | 27 |
| Jul 2022 | $889.9M | $889.9M | $0 | 39 | 27 |
| Jul 2022 | $889.9M | $889.9M | $0 | 38 | 27 |
| Mar 2022 | $889.9M | $889.9M | $0 | 38 | 27 |
| Jan 2022 | $712M | $712M | $0 | 30 | 19 |
| Dec 2021 | $712M | $712M | $0 | 30 | 19 |
| Jun 2021 | $712M | $712M | $0 | 30 | 19 |
| Mar 2021 | $712M | $712M | $0 | 29 | 19 |
| Mar 2021 | $712M | $712M | $0 | 29 | 19 |
| Dec 2020 | $658.2M | $658.2M | $0 | 29 | 15 |
| Jun 2020 | $658.2M | $658.2M | $0 | 29 | 15 |
| Mar 2020 | $658.2M | $658.2M | $0 | 29 | 15 |
| Mar 2019 | $510.2M | $510.2M | $0 | 29 | 15 |
| Dec 2018 | $449.1M | $449.1M | $0 | 26 | 9 |
| Mar 2018 | $449.1M | $449.1M | $0 | 26 | 9 |
| Sep 2017 | $303.8M | $295.2M | $8.6M | 25 | 1,400 |
| Aug 2017 | $303.8M | $295.2M | $8.6M | 25 | 1,400 |
| Mar 2017 | $303.8M | $295.2M | $8.6M | 25 | 1,400 |
| Mar 2017 | $303.8M | $295.2M | $8.6M | 25 | 1,400 |
| Jan 2017 | $255M | $255M | $0 | 29 | 1,200 |
| Aug 2016 | $255M | $255M | $0 | 29 | 1,200 |
| Mar 2016 | $255M | $255M | $0 | 29 | 1,200 |
| Oct 2015 | $232M | $232M | $0 | 18 | 900 |
| Apr 2015 | $232M | $232M | $0 | 18 | 900 |
| Mar 2015 | $232M | $232M | $0 | 18 | 900 |
| Feb 2015 | $154M | $154M | $0 | 13 | 700 |
| Dec 2014 | $154M | $154M | $0 | 13 | 700 |
| Mar 2014 | $154M | $154M | $0 | 13 | 700 |
| Apr 2013 | $125.7M | $125.7M | $0 | 9 | 700 |
| Mar 2013 | $125.7M | $125.7M | $0 | 9 | 700 |
| Mar 2012 | $112.3M | $112.3M | $0 | 6 | 600 |
| Mar 2010 | $86.3M | $86.3M | $0 | 10 | -- |
| Feb 2009 | $66.5M | $66.5M | $0 | 10 | -- |
| Mar 2007 | $62.9M | $62.9M | $0 | 10 | -- |
| Jan 2006 | $41.1M | $41.1M | $0 | 10 | -- |
| Oct 2005 | $27M | $27M | $0 | 5 | -- |
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients31
DateJun 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients31
DateApr 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients31
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients31
DateNov 2024
Total AUM$998.5M
Discretionary$998.5M
Non-Disc.$0
Employees38
Clients29
DateOct 2024
Total AUM$998.5M
Discretionary$998.5M
Non-Disc.$0
Employees38
Clients29
DateJun 2024
Total AUM$998.5M
Discretionary$998.5M
Non-Disc.$0
Employees37
Clients29
DateApr 2024
Total AUM$998.5M
Discretionary$998.5M
Non-Disc.$0
Employees38
Clients29
DateMar 2024
Total AUM$998.5M
Discretionary$998.5M
Non-Disc.$0
Employees38
Clients29
DateDec 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees43
Clients28
DateDec 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees42
Clients28
DateDec 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees41
Clients28
DateDec 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees42
Clients28
DateSep 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees42
Clients28
DateAug 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees43
Clients28
DateMar 2023
Total AUM$815.7M
Discretionary$815.7M
Non-Disc.$0
Employees42
Clients28
DateJan 2023
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees39
Clients27
DateJan 2023
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees40
Clients27
DateDec 2022
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees40
Clients27
DateJul 2022
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees39
Clients27
DateJul 2022
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees38
Clients27
DateMar 2022
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees38
Clients27
DateJan 2022
Total AUM$712M
Discretionary$712M
Non-Disc.$0
Employees30
Clients19
DateDec 2021
Total AUM$712M
Discretionary$712M
Non-Disc.$0
Employees30
Clients19
DateJun 2021
Total AUM$712M
Discretionary$712M
Non-Disc.$0
Employees30
Clients19
DateMar 2021
Total AUM$712M
Discretionary$712M
Non-Disc.$0
Employees29
Clients19
DateMar 2021
Total AUM$712M
Discretionary$712M
Non-Disc.$0
Employees29
Clients19
DateDec 2020
Total AUM$658.2M
Discretionary$658.2M
Non-Disc.$0
Employees29
Clients15
DateJun 2020
Total AUM$658.2M
Discretionary$658.2M
Non-Disc.$0
Employees29
Clients15
DateMar 2020
Total AUM$658.2M
Discretionary$658.2M
Non-Disc.$0
Employees29
Clients15
DateMar 2019
Total AUM$510.2M
Discretionary$510.2M
Non-Disc.$0
Employees29
Clients15
DateDec 2018
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees26
Clients9
DateMar 2018
Total AUM$449.1M
Discretionary$449.1M
Non-Disc.$0
Employees26
Clients9
DateSep 2017
Total AUM$303.8M
Discretionary$295.2M
Non-Disc.$8.6M
Employees25
Clients1,400
DateAug 2017
Total AUM$303.8M
Discretionary$295.2M
Non-Disc.$8.6M
Employees25
Clients1,400
DateMar 2017
Total AUM$303.8M
Discretionary$295.2M
Non-Disc.$8.6M
Employees25
Clients1,400
DateMar 2017
Total AUM$303.8M
Discretionary$295.2M
Non-Disc.$8.6M
Employees25
Clients1,400
DateJan 2017
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees29
Clients1,200
DateAug 2016
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees29
Clients1,200
DateMar 2016
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees29
Clients1,200
DateOct 2015
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees18
Clients900
DateApr 2015
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees18
Clients900
DateMar 2015
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees18
Clients900
DateFeb 2015
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees13
Clients700
DateDec 2014
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees13
Clients700
DateMar 2014
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees13
Clients700
DateApr 2013
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees9
Clients700
DateMar 2013
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees9
Clients700
DateMar 2012
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees6
Clients600
DateMar 2010
Total AUM$86.3M
Discretionary$86.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--