# Allison Investment Management, LLC
Source: https://planprovider.pro/provider/allison-investment-management-llc

> Family-owned and built around direct access to the people making investment decisions, Allison Investment Management, LLC works with high-net-worth individua…

Retirement Plan Advisor

Columbia, SC

## 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/](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

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