Allison Investment Management, LLC

Allison Investment Management, LLC is a Registered Investment Adviser based in Columbia, South Carolina, established in 2002. The firm offers tailored investment advisory services, financial planning consulting, and discretionary/non-discretionary investment services to individuals and high net worth clients. AIM manages wrap fee programs and has assets under management totaling $138,205,000 as of December 31, 2024. Fees for asset management range from .60% to 1.50% annually based on total household assets under management. Clients may also incur additional fees for custodial services, account maintenance, and transaction fees. AIM does not charge performance-based fees or engage in side-by-side management. The firm's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, and long-term/short-term purchases, with an emphasis on managing risks such as market, management, equity, fixed income, municipal securities, and investment companies risks. AIM does not compensate for client referrals, has no soft dollar arrangements, and does not receive compensation for referring clients to other service providers. The firm does not have physical custody of client funds and securities, and clients grant discretionary authority for investment decisions. Clients are responsible for voting on proxies for accounts custodied with National Financial Services. AIM does not provide financial information as prepayments do not exceed $1,200 six or more months in advance.