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M. E. ALLISON & CO., INC.
CRD 1047File 801-129805
APPROVED
Retail clients
Disclosure events
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$366.4M
Below cohort median (national)
Discretionary AUM
$302.7M
Non-discretionary $63.7M
Clients
499
499 accounts
Employees
12
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 29, 2024
- Principal office
- 950 E. BASSE ROAD, 2ND FL., SAN ANTONIO, TX, 78209
- Phone
- 210-930-4000
- Website
- HTTP://WWW.MEALLISON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $366.4M
- Discretionary AUM
- $302.7M
- Non-discretionary AUM
- $63.7M
- Discretionary accounts
- 479
- Non-discretionary accounts
- 20
- Total accounts
- 499
- AUM per client
- $734K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 236 | $286.7M |
| Pension and profit sharing plans | 16 | $63.7M |
| Individuals (other than high net worth individuals) | 247 | $16.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — THIRD-PARTY FEE SHARING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E1
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.