# Allen Financial Management

Allen Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153511
- **SEC file number:** 801-132815
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153511

## About

ALLEN FINANCIAL MANAGEMENT is an SEC-registered investment adviser in OXFORD, MI, registered since 2025. The firm manages approximately $121 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Allen Financial Management?

No named principals or investment decision-makers are publicly associated with this firm. No records in SEC filings, news archives, or professional networks identify a CIO, CEO, or family representative.

### What investment stages does Allen Financial Management target?

The firm has not published any investment-stage preferences. Absent public disclosures, it is unclear whether the office pursues venture capital, growth equity, buyouts, credit, or public markets.

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- [APS Investment Management Group](https://altss.com/profile/aps-investment-management-group)
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Last updated: 2026-07-06T01:24:11.129Z

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