Allen Capital Management, LLC

Allen Capital Management is a fee‑only, SEC‑registered investment adviser that manages roughly $200 million for about 109 clients, serving individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and financial planning on complex matters such as retirement planning, tax minimization, concentrated stock strategies, estate administration guidance, and philanthropic planning.

The firm emphasizes a customized, discretionary investment approach built on strategic asset allocation, diversification, and a blend of fundamental, technical, and cyclical analysis rather than market timing, with portfolios constructed to align with clients’ risk tolerance, tax, retirement, and estate objectives. Allen Capital Management executes trades through Schwab Advisor Services and leverages Schwab Institutional products and research while providing regular account reviews and quarterly performance reporting.

A distinctive feature is its ownership and operational affiliation with Allen Trust Company: the trust company shares personnel and infrastructure with the adviser, provides trustee, custody, and services for non‑marketable assets (including real property and bill‑paying), and account values across the adviser and trust may be aggregated for fee breakpoints. That integrated adviser–trust structure, combining discretionary investment management with direct access to trustee and fiduciary services, is uncommon among peers in this category.