Allison Investment Management
Allison Investment Management is a family-owned Registered Investment Adviser founded in 2002 that provides separately managed accounts and direct portfolio manager access to high-net-worth individuals with portfolios exceeding $500,000, primarily in the Southeast United States.
- Company typePrivate
- Founded2002
- HeadquartersColumbia, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Allison Investment Management does
Allison Investment Management, LLC is a family-owned Registered Investment Adviser founded in 2002 by John Allison and his son David Allison, headquartered in Columbia, South Carolina with a secondary office in Wrightsville Beach, North Carolina. The firm offers separately managed accounts to high-net-worth individuals whose investment portfolios exceed $500,000, with a direct-access model that gives clients direct relationships with the principals making investment decisions and excludes third-party investment advisers and pre-packaged portfolios from the investment process.
The firm's product set is narrow and relationship-driven: a single core service, branded "Direct Access Wealth Solutions," delivers bespoke portfolio construction around each client's specific financial needs. Operational technology is lean and third-party: client reporting is delivered through Black Diamond and Wealthscape, and securities distribution is routed through Osaic Wealth, Inc. (member FINRA/SIPC), with advisory services delivered independently under the firm's own RIA registration. There is no proprietary trading, modeling, or portfolio-management platform disclosed.
Revenue is generated through recurring advisory fees on separately managed accounts, with no subscription or transaction-based pricing publicly disclosed and no fee schedule published. The go-to-market is direct and referral-driven, supported by an earned-media presence (Wall Street Journal, Forbes, CNBC, CFA Institute, South Carolina Public Radio) and two regional offices. The customer base is a single persona: affluent individuals with portfolios above $500K in the Southeast United States.
Allison Investment Management firmographics
Firmographics- Name
- Allison Investment Management
- Legal name
- Allison Investment Management, LLC
- Website
- https://allinvmgt.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Short description
- Allison Investment Management is a family-owned Registered Investment Adviser founded in 2002 that provides separately managed accounts and direct portfolio manager access to high-net-worth individuals with portfolios exceeding $500,000, primarily in the Southeast United States.
- Ownership category
- akta.pro rank
Allison Investment Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Allison Investment Management is headquartered
LocationHeadquarters
- HQ city
- Columbia
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Allison Investment Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: Revenue generated through separately managed account advisory fees for high-net-worth individuals with portfolios exceeding $500,000.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Allison Investment Management product offering
Product offeringCore offering
Allison Investment Management, LLC is a family-owned Registered Investment Adviser that provides separately managed investment accounts to high-net-worth individuals with portfolios exceeding $500,000. The firm delivers customized portfolio management with direct client access to the investment decision-makers, without third-party advisers or pre-packaged portfolios involved in the investment process.
Product overview
Allison Investment Management offers Direct Access Wealth Solutions, a single core service providing separately managed accounts to high-net-worth individuals. The firm emphasizes direct client access to investment decision-makers without third-party intermediaries. Clients can access their accounts through Black Diamond and Wealthscape reporting platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Direct Access Wealth Solutions Separately managed investment accounts for high-net-worth individuals with portfolios exceeding $500,000, offering direct access to portfolio managers (President & CIO John Allison and VP David Allison) without third-party advisers or pre-packaged investment portfolios. Each account is highly customized around the client's specific financial needs, with reporting delivered through the Black Diamond and Wealthscape platforms.
Companies that use Allison Investment Management
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Allison Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Allison Investment Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Wealth, Inc.coreSecurities offered through Osaic Wealth, Inc., a Member of FINRA and SIPC. Allison Investment Management is a Registered Investment Adviser and is not affiliated with Osaic Wealth, but operates as a separate entity for securities distribution. This is a third-party distribution relationship for securities products.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Allison Investment Management competitors and assessment
Company assessmentDirect peers
- Homrich Berg: Independent fee-only RIA serving HNW individuals and families with personalized wealth management and portfolio construction. Directly comparable boutique RIA serving similar clientele with customized mandates.
- Carson Wealth: RIA and wealth management firm serving HNW individuals with customized portfolio management and financial planning. Comparable in target client and service model to Allison Investment Management.
- Buckingham Strategic Wealth: RIA providing personalized wealth management and financial planning services to HNW clients. Similar in offering customized portfolios and direct advisor relationships to HNW households.
- Tiedemann Advisors: Independent wealth advisor providing customized investment management and family office services to HNW families. Comparable HNW focus and bespoke portfolio approach.
- Mariner Wealth Advisors: Independent RIA providing comprehensive wealth management and investment advisory services to HNW individuals and families. Directly comparable business model with similar HNW focus and separately managed account offerings.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving HNW individuals with personalized financial planning and portfolio management. Highly comparable as a large-scale independent RIA competing in the same HNW segment as Allison Investment Management.
- Creative Planning: Large independent RIA offering customized wealth management to HNW individuals. Comparable target market and service offering, though materially larger scale than Allison Investment Management.
Broad incumbents
- Fisher Investments: Large global investment management firm where co-founder John Allison previously served as Regional VP in the Private Client Group. Comparable in serving HNW clients with discretionary portfolio management, but operates at materially larger scale and broader geographic reach.
- Morgan Stanley Wealth Management: Large incumbent wealth manager (successor to Smith Barney where John Allison built his early career). Comparable in serving HNW individuals with separately managed accounts, but operates as a national, full-service platform rather than a boutique RIA.
Regional players
- Diversified Trust: Independent, employee-owned RIA based in the Southeast U.S. serving HNW families and institutions. Comparable regional Southeast presence and personalized wealth management model to Allison Investment Management.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Allison Investment Management social profiles
Digital presenceAllison Investment Management compliance and trust
Trust signalCompliance1 record
Allison Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Allison Investment Management leadership team
Management profileNumber of profiles
Profiles2 records
Allison Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Allison Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Allison Investment Management
What does Allison Investment Management do?
Allison Investment Management, LLC is a family-owned Registered Investment Adviser that provides separately managed investment accounts to high-net-worth individuals with portfolios exceeding $500,000. The firm delivers customized portfolio management with direct client access to the investment decision-makers, without third-party advisers or pre-packaged portfolios involved in the investment process.
Is Allison Investment Management a public or private company?
Allison Investment Management is a private company. It is classified as family owned and is currently operating.
When was Allison Investment Management founded?
Allison Investment Management was founded in 2002.
Where is Allison Investment Management based?
Allison Investment Management is headquartered in Columbia, United States, in the North America region.
How does Allison Investment Management make money?
One revenue line is on record: advisory Fees.
Who are Allison Investment Management's main competitors?
Direct peers on record are Homrich Berg, Carson Wealth, Buckingham Strategic Wealth, Tiedemann Advisors, Mariner Wealth Advisors, Edelman Financial Engines and Creative Planning. Broad incumbents are Fisher Investments and Morgan Stanley Wealth Management. Diversified Trust is listed as a regional player.
Does Allison Investment Management have an API?
No public API is recorded for Allison Investment Management.
What industry is Allison Investment Management in?
Allison Investment Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 52394 and its SIC code is 6282.