Allen Capital Group, LLC

Allen Capital Group, LLC is an SEC‑registered, multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm offers discretionary investment management, financial planning, retirement plan advisory and review, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

ACG’s investment committee generally follows a long‑term, fundamental analysis approach while using short‑term strategies when appropriate; portfolios may include individual equities and bonds, mutual funds and ETFs, covered calls and put options, and fixed‑income exposure managed with third‑party assistance since 2018. The firm typically exercises discretionary trading authority, provides held‑away account aggregation and outside‑account advice via a technology platform, and may engage sub‑advisors for delegated management.

Notable distinctions relative to many multi‑team RIAs include operating as a licensed insurance agency that earns commissions on certain insurance products, serving as advisor and manager to affiliated private funds (ACG Aerie I and II) in a sponsor/manager capacity, and maintaining an affiliated tax/accounting practice (ACG Tax, LLC); these business lines and affiliations are disclosed as potential conflicts of interest in the firm’s ADV. The firm also offers trust services through a federally chartered trust company, with related administrative arrangements disclosed to clients.