Akili Luvu Kelekele
Investment adviser representative at Allen Capital Management, LLC
11 yearsExperience
2 statesRegistered in
$200MFirm assets
20 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Allen Capital Management, LLCMar 2025 to now
- Shoot360Jan 2025 to now
- Lugg MovingJun 2024 to Dec 2024
- D.A. DavidsonJun 2023 to Apr 2024
- Justice Bridge LLCAug 2022 to Dec 2022
- Allen Trust CompanyJul 2022 to Sep 2022
- Allen Trust CompanyJun 2021 to Aug 2021
- Oak Creek Senior CareApr 2020 to Aug 2020
- Tufts UniversityAug 2019 to May 2023
- Word Is BondJun 2018 to Aug 2018
- ChipotleJun 2017 to Aug 2017
- Lincoln High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Allen Capital Management, LLC
$200MAssets managed
109Clients
2Advisers
20 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
- 7776872
- Firm CRD
- 135147