Allison Investment Management, LLC
● SEC registered since 2022CRD 124645SEC# 801-125959Columbia, SC
Reg. AUM
$170.4M
Employees
2
Accounts
291
Location
Columbia, SC
Allison Investment Management, LLC assets under management
Allison Investment Management, LLC is an investment advisory firm registered with the SEC based in Columbia, SC. The firm has been registered since 2022. It reports $170.4 million in regulatory assets under management and employs 2 people.
Allison Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lindsey Allison | Secretary/Member | 10-25% | 2002 |
| John Edward Allison Control | President/Member | Over 75% | 2002 |
| John Edward Allison Control | Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Allison Investment Management, LLC manage?
Allison Investment Management, LLC reports $170.4 million in regulatory assets under management on its Form ADV.
How many employees does Allison Investment Management, LLC have?
Allison Investment Management, LLC reports 2 employees.
Where is Allison Investment Management, LLC located?
Allison Investment Management, LLC is based in Columbia, SC and has been SEC-registered since 2022.
Does Allison Investment Management, LLC disclose fund performance?
Allison Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1201 Lincoln Street, Suite 301, Columbia, SC 29201 |
| Phone | 803-806-8400 |
| Fax | 803-806-8119 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$170.4Mregulatory AUM
Discretionary $156.3MNon-discretionary $14.1M