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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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