RIA Intel›Advisers›Texas›M. E. ALLISON & CO., INC.

M. E. ALLISON & CO., INC.

Advisory

N·SAN ANTONIO, TX

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$366M

1-Year AUM Growth

+97.0%

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$366M

Discretionary AUM$303M

Non-Discretionary AUM$64M

Discretionary %82.6%

Total Clients406

Team

Total Employees10

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record10

First FilingMar 30, 2001

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on M. E. ALLISON & CO., INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.