Robert Allen
Allen Investment Management · Leesburg, Virginia
Robert Allen is a fee-only financial advisor at Allen Investment Management in Leesburg, Virginia. Allen Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Allen Investment Management |
|---|---|
| Based in | Leesburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $31.4M across 91 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 4651395 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.allenim.com |
| Profile |
How Robert's firm compares
- Allen Investment Management's average account is about $345,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Robert
Is Robert Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Allen Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Allen Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Allen based?
Robert Allen is based in Leesburg, Virginia.
Is Robert Allen registered with the SEC?
Yes. Robert Allen is registered as an investment adviser representative in MD and VA (CRD 4651395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allen Investment Management manage?
Allen Investment Management reports $31.4M across 91 accounts in assets under management.
How do I contact Robert Allen?
Through Robert's website, www.allenim.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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