Allen Capital Group

Asset Manager SEC-registered adviser

Legal name: Allen Capital Group, LLC

Grand Island, NE Website X

AUM

$1.5B
Regulatory AUM

Private funds

2
Real Estate 2

Private fund assets

$6.5M
Gross asset value

Employees

38

Last Form D raise

—

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jordan Allen
Trustee, Mark J. Allen Legacy Trust
Source: SEC Form ADV
K
Kent Koch
Member
Source: SEC Form ADV
M
Mark Allen
Managing Member / Chief Compliance Officer
Source: SEC Form ADV
M
Michael Stanton
Member
Source: SEC Form ADV
P
Philip McBride
Member
Source: SEC Form ADV
S
Shane Wissmann
Member
Source: SEC Form ADV
S
Steven Wilbur
Member
Source: SEC Form ADV
T
Travis Portwood
Member
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Acg Aerie, LLCReal Estate$4.3M———
Acg Aerie II, LLCReal Estate$2.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
135879
SEC file number
801-64514
CIK
1601384

Sources