Unclaimed Profile

Charles Bennett Allison

M. E. ALLISON & CO., INC.·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record23 years registeredM. E. ALLISON & CO., INC.

950 E. BASSE ROAD, 2ND FL., SAN ANTONIO, TX 78209CRD# 4615330Firm CRD# 1047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Bennett Allison · SAN ANTONIO, TX

Registration

CRD #4615330 · M. E. ALLISON & CO., INC. · 23 years registered

Brand Profile

Not yet started

Career History

M. E. ALLISON & CO., INC.

Jan 2005 – present

KPMG INVESTMENT ADVISORS

Dec 2002 – Nov 2005

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · December 6, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M. E. ALLISON & CO., INC.

CRD 1047 · SEC 801-129805

AUM

$146M

Regulatory assets under management

Employees

267 client accounts

Services offered by M. E. ALLISON & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M. E. ALLISON & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Charles Bennett Allison offer?

Charles Bennett Allison specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Charles Bennett Allison's credentials?

Charles Bennett Allison holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Bennett Allison located?

Charles Bennett Allison is based in SAN ANTONIO, Texas, working with M. E. ALLISON & CO., INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Charles Bennett Allison charge for services?

Charles Bennett Allison's firm is compensated through percentage of aum, hourly charges, other: third-party fee sharing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M. E. ALLISON & CO., INC.?

M. E. ALLISON & CO., INC. has approximately 15 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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