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M. E. ALLISON & CO., INC.

SAN ANTONIO, TX · CRD 1047 · IAPD ↗ · meallison.com · 210-930-4000

$366.4MRegulatory AUM
10Advisory reps
12Employees
2Clients
1-10Planning clients
0Private funds
2States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — M. E. ALLISON & CO., INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — M. E. ALLISON & CO., INC. reported RAUM up 27% ($287.4M -> $366.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — M. E. ALLISON & CO., INC. reported RAUM up 97% ($145.9M -> $287.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — M. E. ALLISON & CO., INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.