Allison Flume has been an investment adviser representative at Angeles Family Office since June 2026, and is not listed among the firm’s executive officers or direct owners.
Angeles Family Office, LLC is a Santa Monica, CA firm with $182M under management, 23 clients and 2 advisers across 4 offices, as of its August 2026 filing.
Allison Flume’s longest registration was 7 years at Crow Holdings Capital (2012–2019). Before joining Angeles Family Office in 2026, Allison Flume was registered through Crow Holdings Capital.
- Angeles Family OfficeCurrent– present · under a yearDallas, TX · Adviser representative · Firm CRD 338266
- Crow Holdings Capital– · 7 yearsDallas, TX · Adviser representative · Firm CRD 156925
Investment adviser representative registrations
Allison Flume is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- CaliforniaSince 15 June 2026
- TexasSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2026 |
| Series 7 | General Securities Representative Examination | 1 November 2004 |
| Series 66 | Uniform Combined State Law Examination | 22 October 2004 |
| Series 3 | National Commodity Futures Examination | 20 October 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Full name
- Allison K Flume
- CRD
- 4858431
- Firm
- Angeles Family Office · CRD 338266
- Office
- 2626 COLE AVENUE, SUITE 300, Dallas, TX 75204
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Allison Flume work?
Allison Flume is an investment adviser representative registered through Angeles Family Office, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Allison Flume a financial advisor?
Yes. Allison Flume has a current investment-adviser registration in California and Texas, through Angeles Family Office since June 2026.
How many years of experience does Allison Flume have?
Allison Flume has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Allison Flume passed?
Allison Flume has passed 4 licensing exams: the Series 3, Series 66, Series 7 and Series 65. The earliest, the Series 3, was passed in October 2004.
Where did Allison Flume work before Angeles Family Office?
Before Angeles Family Office, Allison Flume was registered through Crow Holdings Capital, October 2012 to November 2019.
Where is Allison Flume based?
Allison Flume’s registered office is in Dallas, TX.
Is Allison Flume registered with FINRA?
No. Allison Flume has no current broker registration.
How can I verify Allison Flume’s record?
Search CRD 4858431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allison Flume’s full registration record.