ALLEN CAPITAL GROUP, LLC

ALLEN CAPITAL GROUP, LLC of GRAND ISLAND, NE is an SEC-registered investment adviser (CRD 135879). Regulatory assets under management: $1.5B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (19)

NameRoleLocation
Jordan AllenTRUSTEENew York, NY
Mark Jerome AllenMANAGING MEMBER / CHIEF COMPLIANCE OFFICER
Jenny NicholCHIEF FINANCIAL OFFICER
Travis James PortwoodMEMBER
Steven Eugene WilburMEMBER
Philip Joe McbrideMEMBER
Kent Kurtis KochMEMBER
Michael David StantonMEMBER
Shane Tyler WissmannMEMBER
ALLEN ERIC JEROMEMANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER
BERNSTEIN DANIEL ADAMMANAGING MEMBER / CHIEF COMPLIANCE OFFICER
STANTON BERNARD DAVIDMEMBER
PORTWOOD TRAVIS JAMESMEMBER
Nichol JennyCHIEF FINANCIAL OFFICER
Allen JordanTRUSTEE
WILBUR STEVEN EUGENEMEMBER
MCBRIDE PHILIP JOEMEMBER
KOCH KENT KURTISMEMBER
WISSMANN SHANE TYLERMEMBER

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