Allen Mellow
KTF Investments · Seal Beach, California
Allen Mellow is a fee-only financial advisor at KTF Investments in Seal Beach, California. KTF Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | KTF Investments |
|---|---|
| Based in | Seal Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $700.2M across 184 accounts |
| SEC registration | Investment adviser representative in CA · CRD 331642 |
| Exams passed | Series 63 (1985) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ktfinvestments.com |
How Allen's firm compares
- KTF Investments's average account is about $3.8 million, from its Form ADV (assets managed divided by 184 accounts).
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Questions about Allen
Is Allen Mellow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and KTF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, KTF Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allen Mellow based?
Allen Mellow is based in Seal Beach, California.
Is Allen Mellow registered with the SEC?
Yes. Allen Mellow is registered as an investment adviser representative in CA (CRD 331642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KTF Investments manage?
KTF Investments reports $700.2M across 184 accounts in assets under management.
How do I contact Allen Mellow?
Through Allen's website, www.ktfinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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