Akili Kelekele has been an investment adviser representative at Allen Capital Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Akili Kelekele studied Quantitative Economics at Tufts University.
Allen Capital Management, LLC is a Vancouver, WA firm with $200M under management, 109 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Akili Kelekele is Investment Analyst, Shareholder of Allen Trust Company. Kelekele joined the firm as an Investment Analyst and previously worked as an Equity Research Associate for D.A. Davidson in New York City.
- – present · under a yearLake Oswego, OR · Adviser representative · Firm CRD 135147
Investment adviser representative registrations
Akili Kelekele is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- OregonSince 1 January 2026
- WashingtonSince 1 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2025 |
| Series 7TO | General Securities Representative Examination | 15 August 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 2025 |
| SIE | Securities Industry Essentials Examination | 19 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Akili Luvu Kelekele
- CRD
- 7776872
- Firm
- Allen Capital Management · CRD 135147
- Office
- 5000 Meadows Rd, Ste 300, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allentrust.com
Where does Akili Kelekele work?
Akili Kelekele is an investment adviser representative registered through Allen Capital Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Akili Kelekele a financial advisor?
Yes. Akili Kelekele has a current investment-adviser registration in Oregon and Washington, through Allen Capital Management since January 2026.
How many years of experience does Akili Kelekele have?
Akili Kelekele has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Akili Kelekele passed?
Akili Kelekele has passed 4 licensing exams: the SIE, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in June 2023.
Where is Akili Kelekele based?
Akili Kelekele’s registered office is in Lake Oswego, OR.
Is Akili Kelekele registered with FINRA?
No. Akili Kelekele has no current broker registration.
How can I verify Akili Kelekele’s record?
Search CRD 7776872 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Akili Kelekele’s full registration record.
