← Tributary

ALLEN CAPITAL MANAGEMENT, LLC

VANCOUVER, WA · CRD 135147 · IAPD ↗ · allentrust.com · 503-292-1041

$200.0MRegulatory AUM
2Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — ALLEN CAPITAL MANAGEMENT, LLC changed its website from allencapital.com to allentrust.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — ALLEN CAPITAL MANAGEMENT, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
September 2024 — ALLEN CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.