Allison Investment Management, LLC (Columbia)

Name: Allison Investment Management, LLC
Address: 1201 Lincoln Street, Columbia, SC, 29201
Telephone: 803-806-8400

Allison Investment Management, LLC is an adviser based in Columbia. It manages $46.84 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of North Carolina and South Carolina.

Allison Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allison Investment Management: assets under management

The assets under management (AUM) of Allison Investment Management, LLC is $46.84 million. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.51 million in discretionary accounts and $337.65 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $240.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $48.24 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allison Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allison Investment Management, LLC

John Edward Allison has been acting as President since 1 Dec 2002. David Lindsey Allison joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Edward Allison	President	1 Dec 2002	75% - 100%	858095
David Lindsey Allison	Secretary	1 Dec 2002	Other	4442492
John Edward Allison	Chief compliance officer	1 Sep 2006	75% - 100%	858095

Based in Columbia

The principal office where Allison Investment Management, LLC performs its advisory services is located at 1201 Lincoln Street, Columbia, SC 29201, which is also the mailing address of the firm. An additional office of the firm is in Wrightsville Beach, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-806-8400 or by fax 803-806-8119. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at allinvmgt.com.