|
⚲
|
| Keyboard |
| Allison Investment Management LLC
✚
|
|
|---|---|
| CRD # | 124645 |
| SEC # | 801-125959 |
| CIK # | |
| AUM | 170.4 M (2026-03-06) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 803-806-8400 |
| Address | 1201 Lincoln Street Columbia, SC 29201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.6 |
| (b) Individuals (high net worth individuals) | 78 | 157.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 170.4 |
| By Discretionary | ||
| Discretionary | 251 | 156.3 |
| Non-Discretionary | 40 | 14.1 |
| Total | 291 | 170.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.4 | |
| Total | 291 | 170.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hegarty Advisors LLC
✚
|
NY | 171.1 M |
|
Wealth Engineering LLC
✚
|
AZ | 171.0 M |
|
RMR Capital Management LLC
✚
|
CA | 170.8 M |
|
Taylor Wealth Management LLC
✚
|
CA | 170.5 M |
|
North Shore Investment Consulting LLC
✚
|
IL | 170.5 M |
|
Patrick Financial Group LLC
✚
|
MI | 170.4 M |
|
West End Wealth Management LLC
✚
|
CO | 170.4 M |
|
Oxford Capital Management Inc
✚
|
VA | 170.0 M |
|
Pathmont LLC
✚
|
WA | 169.7 M |
|
Family CFO LLC
✚
|
169.7 M |