About Allison Investment Management, LLC
<p>Family-owned and built around direct access to the people making investment decisions, Allison Investment Management, LLC works with high-net-worth individuals whose investment portfolios exceed $500,000.</p> <p>Headquartered in Columbia in the Midlands of South Carolina, with a second office in Wrightsville Beach on the North Carolina coast near Wilmington, the firm supports clients across the Carolinas. It is a Registered Investment Adviser (RIA) with CRD #124645 and reports $0.1B in assets under management (2026).</p> <p>Allison Investment Management focuses on customized portfolio management rather than pre-packaged models. A key differentiator is that clients work directly with the firm’s investment decision-makers rather than being routed through third-party advisors.</p> <p>For retirement plan sponsors, the firm provides <a href="/plan-advisors">plan advisor</a> support under ERISA 3(21) fiduciary services, with guidance tailored to the plan’s goals and oversight needs. The firm is not affiliated with Osaic Wealth, Inc., which handles securities.</p> <ul> <li>ERISA 3(21) fiduciary services for retirement plans</li> <li>Investment management for high-net-worth households (portfolios over $500,000)</li> <li>Customized portfolio construction (no pre-packaged models)</li> <li>Offices in Columbia, SC and Wrightsville Beach, NC</li> </ul>
Website: https://allinvmgt.com/
Office Locations
- Columbia, SC (Headquarters)
- Wrightsville Beach, NC
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $138.2M