Data / Investment advisers / Texas / M. E. Allison & Co., Inc.
M. E. Allison & Co., Inc., San Antonio, TX: $366 million AUM, SEC registered investment adviser
M. E. Allison & Co., Inc. is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $366 million in regulatory assets under management in its Form ADV filed June 8, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 1047
- SEC file number
- 801-129805
- SEC status
- Approved, effective March 29, 2024
- Main office
- 950 E. Basse Road, 2nd FL., San Antonio, TX 78209
- Phone
- (210) 930-4000
- Website
- meallison.com
- Regulatory AUM
- $366,385,125 in the Form ADV filed June 8, 2026
- Discretionary AUM
- $302,669,378
- Non discretionary AUM
- $63,715,747
- Accounts
- 499
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- June 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 236 | $286.7 million |
| Pension and profit sharing plans | 16 | $63.7 million |
| Individuals (other than high net worth individuals) | 247 | $16 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $366.4 million | March 4, 2026 |
| December 1, 2025 | $287.4 million | March 24, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SWBC Investment Company | San Antonio | $594.4 million | 1 | adviserinfo.sec.gov |
| Kercheville Advisors LLC | San Antonio | $554.7 million | Not listed | adviserinfo.sec.gov |
| 327 Capital Partners, LLC | San Antonio | $505.5 million | 8 | adviserinfo.sec.gov |
| S Harris Financial Group, LLC | San Antonio | $404.4 million | Not listed | adviserinfo.sec.gov |
| Secure Financial Management | San Antonio | $399.8 million | Not listed | adviserinfo.sec.gov |
| Financial Life Advisors | San Antonio | $366.3 million | Not listed | adviserinfo.sec.gov |
| Stone Oak Wealth Management, LLC | San Antonio | $355.6 million | Not listed | adviserinfo.sec.gov |
| Glass Wealth Management Co., LLC | San Antonio | $311.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- M. E. Allison & Co., Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.