ALLEN CAPITAL GROUP, LLC
SEC RegisteredNext Level Solutions For Next Level Needs
About the firm
Allen Capital Group is an investment advisory firm based in Nebraska, serving clients nationwide. The firm offers investment management, estate planning, and tax planning services, with offices in Grand Island, Omaha, Ogallala, and Scottsbluff. Their purpose is to have a meaningful impact on people's lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (tax-aware, goal-based portfolio construction), trust and estate planning (including in-house corporate trustee services through Allen Capital Trust), and tax planning and filing (with in-house CPAs working alongside wealth advisors)
Who they serve
Clients nationwide seeking investment, trust/estate planning, and tax planning services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,779 | $427M |
| High Net Worth Individuals | 410 | $985M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $5.6M |
| Charitable Organizations | 4 | $8.6M |
| State/Municipal Entities | 56 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
50 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLEN CAPITAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.