# M. E. Allison & Co., Inc.

> M. E. Allison & Co., Inc. is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 1047
- Filed as: M. E. ALLISON & CO., INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/1047
- AdvisorCensus page: https://advisorcensus.com/firm/m-e-allison-and-co-inc-san-antonio-tx-1047

## Quick answers

**How is M. E. Allison & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), M. E. Allison & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is M. E. Allison & Co., Inc. located?**
M. E. Allison & Co., Inc.'s principal office is in San Antonio, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is M. E. Allison & Co., Inc. registered with the SEC or a state?**
M. E. Allison & Co., Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 1047.

**How much does M. E. Allison & Co., Inc. manage?**
M. E. Allison & Co., Inc. reports $366,385,125 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (83% discretionary).

**How have M. E. Allison & Co., Inc.'s assets and staff changed since 2024?**
In the Form ADV data for M. E. Allison & Co., Inc.: Regulatory assets under management: $145,901,428 in the October 2024 data and $366,385,125 in the October 2026 data, up 151%. Total employees: 15 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does M. E. Allison & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (247); high net worth individuals (236); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does M. E. Allison & Co., Inc. use?**
M. E. Allison & Co., Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does M. E. Allison & Co., Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/1047

**What changed in M. E. Allison & Co., Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $287,435,346 to $366,385,125 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $366,385,125
- Discretionary: $302,669,378
- Non-discretionary: $63,715,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 247 | $15,966,951 |
| High net worth individuals | 236 | $286,702,427 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $63,715,747 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/1047

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Corpus Christi, TX

### Websites listed on Form ADV (Item 1.I)
- meallison.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $145,901,428 | 15 | April 8, 2024 |
| October 2025 | $287,435,346 | 13 | March 24, 2025 |
| October 2026 | $366,385,125 | 12 | June 8, 2026 |

Regulatory assets under management: $145,901,428 in the October 2024 data and $366,385,125 in the October 2026 data, up 151%.
Total employees: 15 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $287,435,346 to $366,385,125 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M. E. Allison & Co., Inc. (CRD 1047): Form ADV filing data as of October 2026.