# ALLEN CAPITAL GROUP, LLC

ALLEN CAPITAL GROUP, LLC of GRAND ISLAND, NE is an SEC-registered investment adviser.

## Registration

- CRD: 135879
- Type: SEC-registered investment adviser
- SEC file number: 801-64514
- Location: 3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE, 68803
- Phone: 308-385-1500
- Latest filing: 2026-03-31
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $5.6M
- Clients: 38
- Accounts: 7,162

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Jordan Allen | TRUSTEE | New York, NY |
| Mark Jerome Allen | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Jenny Nichol | CHIEF FINANCIAL OFFICER | — |
| Travis James Portwood | MEMBER | — |
| Steven Eugene Wilbur | MEMBER | — |
| Philip Joe Mcbride | MEMBER | — |
| Kent Kurtis Koch | MEMBER | — |
| Michael David Stanton | MEMBER | — |
| Shane Tyler Wissmann | MEMBER | — |
| ALLEN ERIC JEROME | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| STANTON BERNARD DAVID | MEMBER | — |
| PORTWOOD TRAVIS JAMES | MEMBER | — |
| Nichol Jenny | CHIEF FINANCIAL OFFICER | — |
| Allen Jordan | TRUSTEE | — |
| WILBUR STEVEN EUGENE | MEMBER | — |
| MCBRIDE PHILIP JOE | MEMBER | — |
| KOCH KENT KURTIS | MEMBER | — |
| WISSMANN SHANE TYLER | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135879/similar
- Related entities: https://search.stillhousedata.com/firm/135879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135879

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.