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ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645 · SEC 801-125959
1201 LINCOLN STREET, SUITE 301, COLUMBIA, SC, 29201, United States
Phone
803-806-8400
Fax
803-806-8119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.4M
Discretionary AUM
$156.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.6M |
| High net worth individuals | 78 | $157.4M |
States served
NC, SC, TX, NH
All web addresses on file
Official SEC filing: View on IAPD