Allison Investment Management, LLC
Allison Investment Management, LLC is an SEC-registered wealth manager in Columbia, SC with $170.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Allison Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124645, SEC 801-125959, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $170.4M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Columbia, SC
- Employees
- 2
- Clients
- 100
- CRD
- 124645
- Ownership
- ALLISON, DAVID, LINDSEY; ALLISON, JOHN, EDWARD
How much AUM does Allison Investment Management, LLC have?
Allison Investment Management, LLC reported $170.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Allison Investment Management, LLC?
Disclosed owners and executives of Allison Investment Management, LLC include ALLISON, DAVID, LINDSEY, ALLISON, JOHN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.