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Allen Investment Group

Full company profile

uuid002ms6g

Namestring
Allen Investment Group
Websiteurl
alleninvestmentgroup.com
Company typeenum
Private
Founded yearint
1987
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersNewtown, United States
HQ citystring
Newtown
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment management, portfolio management, asset management, wealth advisory, financial planning
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Management
No data
Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Allen Investment Group is a private investment management firm providing prudent financial guidance to institutional and qualified investors. The firm manages investment portfolios with disclosed holdings in technology and semiconductor sector equities, including a significant position in Taiwan Semiconductor Manufacturing (304,891 shares per SEC 13F filing). Founded in 1987, the firm operates with 1-10 employees and is based in Newtown, United States.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Allen Investment Group is an investment management firm. Based on SEC 13F filings and news reports, the company manages investment portfolios with holdings in technology sector stocks including Taiwan Semiconductor Manufacturing (TSM). The available sources do not contain detailed product or service descriptions beyond investment management activities.

Product and service1 record
1Investment Management Services
CategoryInvestment Management
Description

Portfolio management and investment advisory services for institutional and qualified investors, with disclosed holdings concentrated in technology and semiconductor sector equities including Taiwan Semiconductor Manufacturing.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1LPL Financial
TypeBroad incumbent
Description

Largest independent broker-dealer and RIA custodian supporting thousands of advisory practices. Relevant comparable as a platform on which sub-scale RIAs like Allen Investment Group could either compete or affiliate.

2Edelman Financial Engines
TypeDirect peer
Description

Large RIA providing portfolio management and financial planning to a broad retail and HNW client base. Comparable in offering investment advisory as a primary service line.

3Mariner Wealth Advisors
TypeDirect peer
Description

Independent RIA providing personalized portfolio management and wealth advisory to individuals and families. Closely comparable business model and target client base to Allen Investment Group's stated investment advisory focus.

4Empower (formerly Personal Capital)
TypeDirect peer
Description

Hybrid digital RIA offering portfolio management and financial advisory with technology-enabled delivery. Comparable business model combining investment management with personalized advice, relevant given Allen's small team.

5Fisher Investments
TypeDirect peer
Description

Privately held investment adviser managing discretionary portfolios for high-net-worth and institutional clients. Directly comparable in its core activity of discretionary portfolio management.

6The Motley Fool
TypeEmerging player
Description

Investment advisory and research subscription business with thematic portfolio offerings. Comparable as a niche investment-content-driven advisor that overlaps with Allen's apparent sector-thematic orientation.

7Raymond James Wealth Management
TypeBroad incumbent
Description

Diversified financial services firm with a substantial wealth management and investment advisory segment. Comparable in providing portfolio management to individuals and institutions.

8Baird Wealth Management
TypeBroad incumbent
Description

Private, employee-owned financial services firm with a sizable wealth management practice. Comparable in offering personalized investment advisory and portfolio management.

9Creative Planning
TypeDirect peer
Description

Large independent RIA offering holistic financial planning and discretionary portfolio management. Comparable in core service offering (investment advisory) to Allen, though at significantly greater scale.

10Charles Schwab Wealth Advisory
TypeBroad incumbent
Description

Custodian-bank-affiliated wealth advisory business serving retail and HNW clients. Comparable as a scaled investment advisory competitor in the same target market.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights3 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Allen Investment Group

Investment Managementalleninvestmentgroup.com

Allen Investment Group firmographics

Firmographics
Name
Allen Investment Group
Website
https://alleninvestmentgroup.com
Company type
Private
Founded year
1987
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Where Allen Investment Group is headquartered

Location

Headquarters

HQ city
Newtown
HQ country
United States
HQ region
North America

Markets served

Allen Investment Group business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Allen Investment Group product offering

Product offering

Core offering

Allen Investment Group is a private investment management firm providing prudent financial guidance to institutional and qualified investors. The firm manages investment portfolios with disclosed holdings in technology and semiconductor sector equities, including a significant position in Taiwan Semiconductor Manufacturing (304,891 shares per SEC 13F filing). Founded in 1987, the firm operates with 1-10 employees and is based in Newtown, United States.

Product overview

Allen Investment Group is an investment management firm. Based on SEC 13F filings and news reports, the company manages investment portfolios with holdings in technology sector stocks including Taiwan Semiconductor Manufacturing (TSM). The available sources do not contain detailed product or service descriptions beyond investment management activities.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Management Services Portfolio management and investment advisory services for institutional and qualified investors, with disclosed holdings concentrated in technology and semiconductor sector equities including Taiwan Semiconductor Manufacturing.

Companies that use Allen Investment Group

Customer profile

Ideal customer profiles1 record

Allen Investment Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Allen Investment Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves3 records

Expansion highlights2 records

Allen Investment Group competitors and assessment

Company assessment

Broad incumbents

  • LPL Financial: Largest independent broker-dealer and RIA custodian supporting thousands of advisory practices. Relevant comparable as a platform on which sub-scale RIAs like Allen Investment Group could either compete or affiliate.
  • Raymond James Wealth Management: Diversified financial services firm with a substantial wealth management and investment advisory segment. Comparable in providing portfolio management to individuals and institutions.
  • Baird Wealth Management: Private, employee-owned financial services firm with a sizable wealth management practice. Comparable in offering personalized investment advisory and portfolio management.
  • Charles Schwab Wealth Advisory: Custodian-bank-affiliated wealth advisory business serving retail and HNW clients. Comparable as a scaled investment advisory competitor in the same target market.

Direct peers

  • Edelman Financial Engines: Large RIA providing portfolio management and financial planning to a broad retail and HNW client base. Comparable in offering investment advisory as a primary service line.
  • Mariner Wealth Advisors: Independent RIA providing personalized portfolio management and wealth advisory to individuals and families. Closely comparable business model and target client base to Allen Investment Group's stated investment advisory focus.
  • Empower (formerly Personal Capital): Hybrid digital RIA offering portfolio management and financial advisory with technology-enabled delivery. Comparable business model combining investment management with personalized advice, relevant given Allen's small team.
  • Fisher Investments: Privately held investment adviser managing discretionary portfolios for high-net-worth and institutional clients. Directly comparable in its core activity of discretionary portfolio management.
  • Creative Planning: Large independent RIA offering holistic financial planning and discretionary portfolio management. Comparable in core service offering (investment advisory) to Allen, though at significantly greater scale.

Emerging players

  • The Motley Fool: Investment advisory and research subscription business with thematic portfolio offerings. Comparable as a niche investment-content-driven advisor that overlaps with Allen's apparent sector-thematic orientation.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

Allen Investment Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Allen Investment Group leadership team

Management profile

Number of profiles

Allen Investment Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Allen Investment Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allen Investment Group

What does Allen Investment Group do?

Allen Investment Group is a private investment management firm providing prudent financial guidance to institutional and qualified investors. The firm manages investment portfolios with disclosed holdings in technology and semiconductor sector equities, including a significant position in Taiwan Semiconductor Manufacturing (304,891 shares per SEC 13F filing). Founded in 1987, the firm operates with 1-10 employees and is based in Newtown, United States.

When was Allen Investment Group founded?

Allen Investment Group was founded in 1987. It employs 1 to 10 people.

Where is Allen Investment Group based?

Allen Investment Group is headquartered in Newtown, United States, in the North America region.

Who are Allen Investment Group's main competitors?

Broad incumbents on record are LPL Financial, Raymond James Wealth Management, Baird Wealth Management and Charles Schwab Wealth Advisory. Direct peers are Edelman Financial Engines, Mariner Wealth Advisors, Empower (formerly Personal Capital), Fisher Investments and Creative Planning. The Motley Fool is listed as an emerging player.

Does Allen Investment Group have an API?

No public API is recorded for Allen Investment Group.

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Live signals
Quiver QuantitativeFund Update: 304,891 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Allen Investment Management, LLC portfolio | TSM Stock NewsAllen Investment Management, LLC disclosed adding 304,891 shares of Taiwan Semiconductor Manufacturing (TSM) to its portfolio in a new SEC 13F filing for the June 30, 2026 reporting period. The article also summarizes broader market activity around TSM, including notable institutional portfolio moves by funds such as Capital Research Global Investors (+210.7%, $2.2B), Capital International Investors (-55.9%, $4.7B), and Susquehanna International Group (+1,341.3%, $1.18B). Additional data points include insider trading activity (126 insider transactions over 6 months, 124 purchases vs. 2 sales), congressional trading by three U.S. representatives, and analyst price targets ranging from $450 to $590.Quiver QuantitativeFund Update: 304,891 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Allen Investment Management, LLC portfolioAllen Investment Management, LLC increased its holdings in TAIWAN SEMICONDUCTOR MANUFACTURING by 304,891 shares according to a recent SEC 13F filing. The report also highlights broader institutional activity, noting that 1,669 investors added shares while 1,346 decreased their positions in the most recent quarter. Additionally, analysts have issued price targets for the stock with a median of $480.0.MarketBeatAllen Investment Management LLC Sells 4,036 Shares of Invesco QQQ (NASDAQ:QQQ)Allen Investment Management LLC reduced its Invesco QQQ stake by 3.6% in Q1, selling 4,036 shares and holding 106,695 shares worth $50.031 million. Other institutions like Eagle Capital and Brighton Jones increased positions, while 44.58% of QQQ is held by institutional investors.MarketBeatAllen Investment Management LLC Takes $32.30 Million Position in Arista Networks, Inc. (NYSE:ANET)Allen Investment Management LLC acquired a new stake in Arista Networks, buying 416,849 shares valued at approximately $32.3 million in Q1. The company also reported Q1 earnings of $0.65 per share, beating estimates, and approved a $1.5 billion share buyback.