M. E. Allison & Co, Inc.

Overview

M. E. Allison & Co, Inc. is a corporate-structured independent broker-dealer that acts as a capital allocator and serves both individual/family and institutional clients. The firm is SEC-registered (2024) and is owned by an individual. Its business mix combines broker-dealer activities, registered representative services, insurance brokerage and registered municipal advisory work with advisory services including financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges and other fee types. The firm is not positioned as an active ESG investor and is not a multi-state or newly formed adviser. Its operating model blends transactional and advisory roles, which supports the use of insurance products alongside managed account and advisory solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives