$170.4M Total AUM
$156.3M Disc. AUM
18.1% 3Y CAGR
2 Employees
100 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborOptima
- Established Date
- 03-25-2009
- Office Locations
- 1
Office Locations
1201 Lincoln Street Suite 301 Columbia SC
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.
Team overview
61 AVG AGE
$85.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
Vital crest
Client Personas
Legacy
Custodian
Wave legacy Beacon
Investment Themes
Wave Pathway north
Investment Vehicles
Peak crest
Platform
Vital Momentum prime
Services
Capital Harbor element Foundation Legacy timber Frontier ember North Oak
Technology
Oak prime Crest crest
Owner & Executives
J
JOHN EDWARD ALLISON
President
- CRD
- #858095
- Ownership
- 75% or more
(554) 483-9006
delta.delta@fusioncapital.com
in linkedin.com/in/foundation-signal
D
DAVID LINDSEY ALLISON
Advisor, Secretary
- CRD
- #4442492
- Ownership
- 10% but less than 25%
(536) 965-1919
fusion.radial@vitalcapital.com
in linkedin.com/in/zenith-meridian
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $170,419,000
Equity - Exchange:
17.1% U.S. Government/Agency:
12.9% Public Funds:
28.4% Cash:
19.3% Corporate - Investment Grade:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $512,426,782 | 17.1% |
| U.S. Government/Agency | $386,567,572 | 12.9% |
| Public Funds | $851,047,989 | 28.4% |
| Cash | $578,353,034 | 19.3% |
| Corporate - Investment Grade | $668,252,470 | 22.3% |
| Total | $2,996,647,847 | 100.0% |