RIA Intel›Advisers›Virginia›ALLEN INVESTMENT MANAGEMENT, INC.

ALLEN INVESTMENT MANAGEMENT, INC.

Advisory

VA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$345K

across 91 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

47 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

CASTLE INVESTMENT MANAGEMENT, LLC

$32M

INVESTMENT ADVISORY GROUP, INC.

$31M

RR PORTFOLIOS, LLC

$31M

STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

$32M

BI INVESTMENTS, LLC

$30M

PORTFOLIOARC, L.L.C.

$30M

Get the full picture on ALLEN INVESTMENT MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALLEN INVESTMENT MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans