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Randal Ray Korth

Investment adviser representative at Allen Capital Group, LLC
14 yearsExperience
2 statesRegistered in
$1.5BFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Allen Capital Group, LLCJan 2018 to now
  2. Montage Securities, LLCOct 2012 to Jan 2018
  3. Mariner Wealth Advisors, LLCJul 2012 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 2 states (NE, TX).

Allen Capital Group, LLC

$1.5BAssets managed
2,274Clients
22Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5745124
Firm CRD
135879
Advisor's SEC record (opens in a new tab)
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