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- Custodian
- Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-1965
- Office Locations
- 2
Office Locations
About M. E. Allison & Co., Inc.
M.E. Allison & Co. (San Antonio; founded 1946) is Texas’ oldest privately owned investment firm and an independent, full-service introducing broker/dealer. The regional team serves retail and institutional clients with personalized advisory, portfolio construction, and an open-architecture mix of investment products. A key differentiator is its long history advising and underwriting Texas municipal issuers, supported by investment reps averaging 25+ years’ experience. Supports Fidelity/NFS and Envestnet.
Reported data analysis
What the numbers show
Between March 24, 2025 and June 8, 2026, reported AUM increased 27.5%, from $287.4M to $366.4M.
Across 3 reported observations, AUM increased 151.1% between October 25, 2024 and June 8, 2026, from $145.9M to $366.4M.
Of the latest reported AUM, 82.6% is discretionary and 17.4% is non-discretionary.
The firm reports 10 advisory representatives and 501 clients, or 50.1 clients per representative. That equates to $731.3K in reported AUM per client.
The profile lists 2 reported office locations and 61 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CHARLES BENNETT ALLISON
DIRECTOR, Vice President Operations
- CRD
- #4615330
- Ownership
- 25% but less than 50%
CHRISTOPHER RUMSEY ALLISON
Chief Executive Officer
- CRD
- #2278380
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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RICHARD SCOTT BONNER
President
- CRD
- #2172609
GEORGE ROLLE DULLNIG
Partner
- CRD
- #73061
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,669,378 | $631,878 |
| Non-Discretionary | $63,715,747 | $3,185,787 |
| Total | $366,385,125 | $734,239 |
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Separately Managed Accounts
SMA allocation detail is available
M. E. Allison & Co., Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
M. E. Allison & Co., Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.