Investment adviser · CRD 135879
ALLEN CAPITAL GROUP, LLC
Investment adviser filing (IA)
GRAND ISLAND, NE, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.5B Form ADV · Item 5.F
- Client accounts
- 7,162 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 410 | $985,430,314 | 65.6% |
| Individuals | 1,779 | $427,113,373 | 28.4% |
| Charities | 56 | $56,453,474 | 3.8% |
| Corporations & businesses | 23 | $18,278,499 | 1.2% |
| Retirement plans | 4 | $8,636,026 | 0.6% |
| Pooled investment vehicles | 2 | $5,644,399 | 0.4% |
Filing source
Form ADV 2078304 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ACG AERIE, LLCReal Estate Fund · Last reported Mar 31, 2026$4.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS
PCAOB 686
Fund details & source
- Fund ID
- 805-4151147813
- Reported beneficial owners
- 18
- Minimum commitment
- $125K
- Form D file number
- 021-509470
Form ADV 2078304 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACG AERIE II, LLCReal Estate Fund · Last reported Mar 31, 2026$2.18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS
PCAOB 686
Fund details & source
- Fund ID
- 805-9986636488
- Reported beneficial owners
- 19
- Minimum commitment
- $125K
Form ADV 2078304 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3540 PRAIRIEVIEW STREET, SUITE 200GRAND ISLAND, NE, 68803, United States
CRD 135879
Filing source
Form ADV 2078304 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.