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Stuart A

Vancouver, WA

Allen Capital Management, LLC

Stuart Allen is a financial advisor with Allen Capital Management, LLC in Vancouver, WA, holding 20 years of industry experience. He has been with Allen Capital Management since 2005 and also serves as principal of Allen Trust Company, a role he has held since 1998. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm offers customized discretionary portfolio management and financial planning, emphasizing strategic asset allocation and a combination of fundamental, technical, and cyclical analysis.

Concentrated stock management Charitable giving & philanthropy
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Akili K

Series 63, Series 65

Vancouver, WA

Allen Capital Management, LLC

Akili Kelekele is an advisor at Allen Capital Management, LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Allen Capital Management, Akili held positions at D.A. Davidson and several other firms, and has also been involved with Shoot360. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm uses a customized, discretionary investment approach focused on strategic asset allocation and diversification, and integrates investment management with trustee and fiduciary services through its affiliation with Allen Trust Company.

Concentrated stock management Charitable giving & philanthropy
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