M. e. Allison & Co., Inc.
● SEC registered since 2024CRD 1047SEC# 801-129805San Antonio, TX
Reg. AUM
$366.4M
Employees
12
Accounts
499
Location
San Antonio, TX
M. e. Allison & Co., Inc. assets under management
M. e. Allison & Co., Inc. is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2024. It reports $366.4 million in regulatory assets under management and employs 12 people.
M. e. Allison & Co., Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Bennett Allison Control | Director | 25-50% | 2007 |
| Christopher Rumsey Allison Control | Ceo/Cco | 25-50% | 2022 |
| Linde Allen Murphy Control | President/Cco | 10-25% | 2022 |
Frequently asked questions
How much does M. e. Allison & Co., Inc. manage?
M. e. Allison & Co., Inc. reports $366.4 million in regulatory assets under management on its Form ADV.
How many employees does M. e. Allison & Co., Inc. have?
M. e. Allison & Co., Inc. reports 12 employees.
Where is M. e. Allison & Co., Inc. located?
M. e. Allison & Co., Inc. is based in San Antonio, TX and has been SEC-registered since 2024.
Does M. e. Allison & Co., Inc. disclose fund performance?
M. e. Allison & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 950 E. Basse Road, 2nd Fl., San Antonio, TX 78209 |
| Phone | 210-930-4000 |
| Fax | 210-930-4001 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$366.4M▲ 151%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$366.4Mregulatory AUM
Discretionary $302.7MNon-discretionary $63.7M