M. E. ALLISON & CO., INC.
SEC RegisteredThe Oldest Privately Owned Investment Firm In The State Of Texas
About the firm
Founded in San Antonio, Texas in 1946, M.E. Allison & Co., Inc. is the oldest privately owned investment firm in the State of Texas. The firm is a full service independent broker/dealer that operates as an introducing firm on a fully disclosed basis. It began by providing financial advisory and underwriting services to municipal entities across Texas and has since expanded to include equity markets and a broad range of investment products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Advisory Services to Municipalities, Stocks, Bonds, Mutual Funds, Variable Annuities, Money Market Accounts, Cash Management Accounts, Financial Planning, Retirement Planning, Money Management and Asset Consulting Services, Private Placement of Debt and Securities, Underwriting Public Issues, Competitive Bidding of Public Issues, Valuation Services, and Block Bid Services for Large Institutional and Private Investors.
Who they serve
High net worth individuals and institutional clients, including clients who depend on their investment accounts to provide the majority of their living income.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 247 | $16M |
| High Net Worth Individuals | 236 | $287M |
| Charitable Organizations | 16 | $64M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. M. E. ALLISON & CO., INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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