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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-25-2009
- Office Locations
- 1
Office Locations
About Allison Investment Management, LLC
Allison Investment Management is a family-owned private wealth manager offering customized separately managed accounts for high-net-worth investors (typically $500k+ portfolios). Portfolios are built in-house with direct access to the investment decision maker, without third-party advisers or prepackaged models. The firm primarily implements allocations with ETFs alongside fixed income and can custody at Schwab or Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 20, 2025 and July 9, 2026, reported AUM increased 23.3%, from $138.2M to $170.4M.
Across 5 reported observations, AUM increased 48.1% between May 25, 2022 and July 9, 2026, from $115.1M to $170.4M.
Of the latest reported AUM, 91.7% is discretionary and 8.3% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JOHN EDWARD ALLISON
President
- CRD
- #858095
- Ownership
- 75% or more
DAVID LINDSEY ALLISON
Advisor, Secretary
- CRD
- #4442492
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,333,000 | $622,841 |
| Non-Discretionary | $14,086,000 | $352,150 |
| Total | $170,419,000 | $585,632 |
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Separately Managed Accounts
SMA allocation detail is available
Allison Investment Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.