Investment adviser representative · Allen Capital Management, LLC
Akili L. Kelekele
CRD 7776872 · Lake Oswego, OR
At a glance
Akili L. Kelekele is an investment adviser representative with Allen Capital Management, LLC in Lake Oswego, OR, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Allen Capital Management, LLCSince January 2026Lake Oswego, OR · $200M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Akili’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Allen Capital Management, LLC
- Stuart B. AllenVancouver
Every advisor at Allen Capital Management, LLC →Allen Capital Management, LLC: assets, clients and custodians →Financial advisors in Lake Oswego, OR →Advisor Moves: who changed firms this week →