M. E. Allison & Co, Inc.

Overview

M. E. Allison & Co, Inc. is a corporate-structured independent broker-dealer that serves both individual/family and institutional clients. The firm is SEC registered (registered in 2024) and operates as a capital allocator, distributing client capital across third-party managers in addition to providing in-house services. Its business mix includes broker-dealer operations, acting as a registered representative, insurance brokerage, and registered municipal advisory work. On the advisory side the firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and other fee structures. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices