M. E. Allison & Co., Inc.

Registered investment adviser · San Antonio, TX · CRD #1047

Form ADV data as of 2026-09-01

Regulatory assets

$366.4 million

Total accounts

499

Employees

Disclosure events

Firm details

Website: http://www.meallison.com
Telephone: 210-930-4000
SEC file number: 801-129805
Most recent Form ADV filing: 2026-06-08
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a false statement or omission
A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$302.7 million
Non-discretionary regulatory assets under management	$63.7 million
Total regulatory assets under management	$366.4 million
Discretionary accounts	479
Non-discretionary accounts	20
Total accounts	499
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	12
Employees performing investment advisory functions (including research)	10
Employees who are registered representatives of a broker-dealer	12
Employees registered as investment adviser representatives with a state	10
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	4
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Other

Other business activities

Broker-dealer (registered or unregistered)Registered representative of a broker-dealerInsurance broker or agentRegistered municipal advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	247	$16.0 million
High net worth individuals	236	$286.7 million
Pension and profit sharing plans (not the participants or government plans)	16	$63.7 million