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Allison Investment Management, LLC

● SEC registered since 2022CRD 124645SEC# 801-125959Columbia, SC
Export (members)
Reg. AUM
$138.2M
Employees
2
Accounts
248
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 $138.2 million in regulatory assets under management and employs 2 people.
allinvmgt.comView on SEC.gov ↗

Allison Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Lindsey AllisonSecretary/Member10-25%2002
John Edward Allison ControlPresident/MemberOver 75%2002
John Edward Allison ControlChief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Allison Investment Management, LLC manage?

Allison Investment Management, LLC reports $138.2 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

Address1201 Lincoln Street, Suite 301, Columbia, SC 29201
Phone803-806-8400
Fax803-806-8119
Office hours8:00 a.m. - 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.8M
Non-discretionary$15.4M
Total (RAUM)$138.2M