Fee-only adviser · Vancouver, WA
Allen Capital Management, LLC
Allen Capital Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Vancouver, Washington. On its latest Form ADV, filed August 26, 2026, it reports $200M in regulatory assets under management, 109 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 135147 · SEC file 801-67018 |
| Office | 701 Columbia ST, Ste 104 Vancouver, WA 98660 |
| Phone | (503) 292-1041 |
| Website | www.allentrust.com |
| Regulatory assets under management | $200M |
| Individual clients | 60 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vancouver
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- Martel Wealth Advisors, LLC $1.5B
- Momentous Wealth Management, Inc. $410M
- Sloy, Dahl & Holst, LLC $1.8B
- Baker Ellis Asset Management LLC $1.0B
- Cairn Wealth Management $385M
See all 18 fee-only advisers in Vancouver →
Nearby
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- Battle Ground 2 firms
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- Camas 4 firms
- Milwaukie 1 firm
- Gresham 2 firms
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