Allison Investment Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$170M

Discretionary

$156M

92% of AUM

Avg account

$586K

Accounts

291

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 124645
Registered since: June 24, 2022
Website: allinvmgt.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.36%
Individuals3.88%
Corporations / Businesses1.74%
Pension & Profit Sharing Plans1.54%
Charitable Organizations0.48%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Allison Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model mixes percentage-of-AUM billing with fixed fees. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of insurance products within client solutions. Allison Investment Management is structured as an owner-operated practice rather than a multi-state or affiliated adviser network and does not present itself as a capital allocator.