ALLISON & COMPANY FINANCIAL COUNSELORS, LLC

Overview

Allison & Company Financial Counselors, LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm offers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when clients require specialized management. Its fee model combines a percentage‑of‑AUM structure with hourly billing for planning work, which supports both ongoing investment relationships and consultative engagements. Investment activity is tilted toward equities: the firm reports a clear preference for exchange‑listed securities and uses managed accounts as its primary vehicle. Allison & Company is not an active ESG investor and operates on a relatively concentrated client roster, which supports a higher‑touch, customized management approach. The firm also acts as a capital allocator when it deems third‑party strategies appropriate for client objectives.

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