Allen Capital Group, LLC
Allen Capital Group, LLC is an SEC-registered investment advisory firm headquartered in Grand Island, Nebraska. Founded in 2011, the firm provides investment management, trust, and tax planning services to a diverse array of clients, focusing primarily on individuals and high-net-worth individuals, as well as charitable organizations and corporate entities. As of July 2025, Allen Capital Group manages approximately $1.2 billion in assets and employs 39 professionals. The firm emphasizes customized, innovative financial solutions designed to address clients’ unique risk tolerances, time horizons, and broader financial goals.
Investment Strategy
Allen Capital Group pursues a client-centric investment approach, offering custom-tailored portfolios that align with each client’s risk and return objectives, time horizon, and liquidity requirements. The firm blends active and passive investment management techniques, leverages diversified asset allocations, and emphasizes long-term growth while maintaining a careful balance of risk. In addition to traditional portfolio management, Allen Capital Group integrates comprehensive tax and estate planning to optimize outcomes and help clients preserve and grow their wealth for future generations.
Top Holdings
Equity Positions (266)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.92% | $67.4M | 927,722 | $49.49 | $72.69 | +$6.9M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 5.29% | $51.5M | 1,094,615 | $47.04 | $47.06 | +$3.6M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.69% | $45.7M | 94,019 | $320.35 | $485.77 | -$7.6M |
I IQLT | ISHARES TR | 4.47% | $43.5M | 1,007,013 | $36.03 | $43.22 | +$4.3M |
U UITB | VICTORY PORTFOLIOS II | 4.17% | $40.6M | 862,897 | $46.04 | $47.07 | +$4.2M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $13.9M | 346 | $617.85 | $492.51 | -68 | +$42.5K |
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $259.4K | 369 | $617.85 | $438.77 | +52 | -$196.5K |