Allen Capital Management, LLC

Allen Capital Management, LLC (CRD# 135147) is a financial advisory firm headquartered in Portland, OR. They manage $105,800,000 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $591,061
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Allen Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Julie C. Bryan
CRD#: 1184140
121 Sw Morrison Street, Suite 875, Portland, OR 97204
96
Wealthminder
score

Julie Bryan (CRD# 1184140) is an Investment Advisor Representative working at Allen Capital Management, LLC in Portland, OR and has over 20 years of experience in the finance industry.

2
Carrie H. Nobles
CRD#: 1387203
121 Sw Morrison Street, Suite 875, Portland, OR 97204
93
Wealthminder
score

Carrie Nobles (CRD# 1387203) is an Investment Advisor Representative working at Allen Capital Management, LLC in Portland, OR and has over 29 years of experience in the finance industry.

3
Stuart B. Allen
CRD#: 3014735
121 Sw Morrison Street, Suite 875, Portland, OR 97204
87
Wealthminder
score

Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Portland, OR and has 1 year of experience in the finance industry.

4
William A. Harris
CRD#: 4949226
121 Sw Morrison Street, Suite 875, Portland, OR 97204
87
Wealthminder
score

William Harris (CRD# 4949226) is an Investment Advisor Representative working at Allen Capital Management, LLC in Portland, OR and has 1 year of experience in the finance industry.

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