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| Keyboard |
| M E Allison & Co Inc
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|---|---|
| CRD # | 1047 |
| SEC # | 801-129805 |
| CIK # | |
| AUM | 366.4 M (2026-06-08) |
| Employees | 12 (83% Investors, 100% Brokers) |
| Phone | 210-930-4000 |
| Address | 950 E Basse Road, 2nd Fl San Antonio, TX 78209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 16.0 |
| (b) Individuals (high net worth individuals) | 236 | 286.7 |
| (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 | 16 | 63.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 366.4 |
| By Discretionary | ||
| Discretionary | 479 | 302.7 |
| Non-Discretionary | 20 | 63.7 |
| Total | 499 | 366.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.4 | |
| Total | 499 | 366.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Switchpoint Financial Planning LLC
✚
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UT | 367.1 M |
|
ODER Investment Management LLC
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CA | 366.7 M |
|
Sharper & Granite LLC
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CA | 366.4 M |
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Financial Life Advisors LLC
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Camden Wealth Advisors LLC
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|
Homage Wealth Group LLC
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|
Royal Oak Financial Advisors LLC
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MI | 366.1 M |
|
North Capital Inc
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|
UT | 365.8 M |
|
Inflection Capital Management LLC
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CA | 365.6 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |