{"url":"https://nivawealth.com/firms/allen-capital-group-135879","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135879","regulatoryAum":1501556085,"crd":"135879","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"808930","suffix":null,"lastName":"ALLEN","firstName":"ERIC","middleName":"JEROME"},{"crd":"4581548","suffix":null,"lastName":"ALLEN","firstName":"MARK","middleName":"JEROME"},{"crd":"7223423","suffix":null,"lastName":"Cahoy","firstName":"Steven","middleName":"Philip"},{"crd":"6220546","suffix":null,"lastName":"CONROY","firstName":"DANIEL","middleName":"SEAN"},{"crd":"7648229","suffix":null,"lastName":"Feik","firstName":"Bradley","middleName":"L"},{"crd":"5877334","suffix":null,"lastName":"HANSSEN","firstName":"BENJAMIN","middleName":"G"},{"crd":"6435481","suffix":null,"lastName":"Harmon","firstName":"Brian","middleName":"E"},{"crd":"8214170","suffix":null,"lastName":"Havermann","firstName":"Sarah","middleName":"Lynn"},{"crd":"6953715","suffix":null,"lastName":"Horak","firstName":"Allison","middleName":"Marie"},{"crd":"5127115","suffix":null,"lastName":"KOCH","firstName":"KENT","middleName":"KURTIS"},{"crd":"7905500","suffix":null,"lastName":"KOKES","firstName":"BLAKE","middleName":"ANDREW"},{"crd":"6558703","suffix":null,"lastName":"KORTH","firstName":"PAMELA","middleName":"JEAN"},{"crd":"5745124","suffix":null,"lastName":"KORTH","firstName":"RANDAL","middleName":"RAY"},{"crd":"5303038","suffix":null,"lastName":"MCBRIDE","firstName":"PHILIP","middleName":"JOE"},{"crd":"3132716","suffix":null,"lastName":"PORTWOOD","firstName":"TRAVIS","middleName":"JAMES"},{"crd":"8050970","suffix":null,"lastName":"Sheffield","firstName":"Chad","middleName":"Alan"},{"crd":"5842761","suffix":null,"lastName":"STANTON","firstName":"MICHAEL","middleName":"DAVID"},{"crd":"7792849","suffix":null,"lastName":"Stevens","firstName":"Trevor","middleName":"Jason"},{"crd":"7862376","suffix":null,"lastName":"Thiele","firstName":"Blake","middleName":null},{"crd":"8059531","suffix":null,"lastName":"Tuttle","firstName":"Michael","middleName":"C"},{"crd":"2906324","suffix":null,"lastName":"WILBUR","firstName":"STEVEN","middleName":"EUGENE"},{"crd":"5667984","suffix":null,"lastName":"WISSMANN","firstName":"SHANE","middleName":"TYLER"}],"total":22,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-01","regulatoryAum":712025110,"clients":1778,"employees":30,"offices":6},{"filedOn":"2022-07-19","regulatoryAum":889908865,"clients":1832,"employees":39,"offices":7},{"filedOn":"2023-03-23","regulatoryAum":815698622,"clients":1904,"employees":42,"offices":7},{"filedOn":"2024-06-06","regulatoryAum":998471163,"clients":2012,"employees":37,"offices":6},{"filedOn":"2025-07-28","regulatoryAum":1223235037,"clients":2130,"employees":39,"offices":6},{"filedOn":"2026-03-31","regulatoryAum":1501556085,"clients":2274,"employees":38,"offices":6}],"secFileNumber":"801-64514","legalName":"Allen 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The fee is billed in advance or in arrears.","source":"ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Allen Capital Group use?","answer":"Allen Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.44B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allen Capital Group have?","answer":"Allen Capital Group has 21 investment adviser representatives registered with state securities authorities, out of 38 employees, and 21 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allen Capital Group invest in?","answer":"At the end of its last fiscal year, Allen Capital Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 2% other, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Variable and Fixed Annuities. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allen Capital Group?","answer":"Allen Capital Group’s direct owners are Mark Allen, Jenny Nichol, Mark J. Allen Legacy Trust, Travis Portwood, Steven Wilbur, Kent Koch, Philip McBride, Michael Stanton and Shane Wissmann, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Allen Capital Group get paid?","answer":"Allen Capital Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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