Advisor at Allen Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allen Capital Management, LLC
Location
Vancouver, WA 98660
Credentials
Series 63, Series 65
Industry experience
< 1 year
Akili Kelekele is a financial advisor at Allen Capital Management, LLC, holding Series 63 and Series 65 licenses. Kelekele has been with Allen Capital Management since 2025 and has prior experience at firms including D.A. Davidson and Justice Bridge LLC. Outside of financial services, Kelekele is 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 employs a customized, discretionary investment strategy focused on asset allocation and diversification, and it operates in affiliation with Allen Trust Company, offering integrated trustee and fiduciary services.
Based on Allen Capital Management, LLC
Fixed fee option available (implied by 'fee-only firm with fees based on percentage or fixed fee'). Specific amounts not detailed.
$0 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001+: 0.50%
Account minimum: $5,000 minimum annual fee Minimum fee: $5,000 minimum annual fee Fee-only: Fee based on a percentage of assets under management or fixed fee; no commissions or rebates collected.
701 Columbia St, Ste 104
Vancouver, WA 98660
Oregon · Washington
Allen Capital Management
2025 - Present (1 year)
Shoot360
2025 - Present (1 year)
Lugg Moving
2024 - 2024 (1 year)
Lugg Moving
2024 - 2024 (1 year)
D.A. Davidson
2023 - 2024 (1 year)
Justice Bridge LLC
2022 - 2022 (1 year)
Allen Trust Company
2022 - 2022 (1 year)
Allen Trust Company
2021 - 2021 (1 year)
Oak Creek Senior Care
2020 - 2020 (1 year)
Tufts University
2019 - 2023 (4 years)
Word is Bond
2018 - 2018 (1 year)
Chipotle
2017 - 2017 (1 year)
Lincoln High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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