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M. e. Allison & Co., Inc.

● SEC registered since 2024CRD 1047SEC# 801-129805San Antonio, TX
Export (members)
Reg. AUM
$287.4M
Employees
13
Accounts
405
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 $287.4 million in regulatory assets under management and employs 13 people.

M. e. Allison & Co., Inc. owners & executives

3 reported
NameTitleOwnershipSince
Charles Bennett Allison ControlDirector25-50%2007
Christopher Rumsey Allison ControlCeo/Cco25-50%2022
Linde Allen Murphy ControlPresident/Cco10-25%2022

Frequently asked questions

How much does M. e. Allison & Co., Inc. manage?

M. e. Allison & Co., Inc. reports $287.4 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 13 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

Address950 E. Basse Road, 2nd Fl., San Antonio, TX 78209
Phone210-930-4000
Fax210-930-4001
Office hours8:30 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$225.5M
Non-discretionary$62M
Total (RAUM)$287.4M