Investment adviser representative · Garrett Capital Investment Management
Kelly Allman
CRD 4202151 · Pleasant Grove, UT
At a glance
Kelly Allman is an investment adviser representative with Garrett Capital Investment Management in Pleasant Grove, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Garrett Capital Investment ManagementSince June 2024Pleasant Grove, UT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelly’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
- 2 firmsLocked
- 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
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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.