0001619532-23-000003.txt : 20230213 0001619532-23-000003.hdr.sgml : 20230213 20230213073748 ACCESSION NUMBER: 0001619532-23-000003 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M.E. ALLISON & CO., INC. CENTRAL INDEX KEY: 0001619532 IRS NUMBER: 741037681 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-00696 FILM NUMBER: 23614719 BUSINESS ADDRESS: STREET 1: 950 E. BASSE RD. STREET 2: SECOND FLOOR CITY: SAN ANTONIO STATE: TX ZIP: 78209 BUSINESS PHONE: 210-930-4000 MAIL ADDRESS: STREET 1: 950 E. BASSE RD. STREET 2: SECOND FLOOR CITY: SAN ANTONIO STATE: TX ZIP: 78209 MA-A 1 primary_doc.xml MA-A 0001619532 XXXXXXXX LINDE MURPHY 210-930-4000 LMURPHY@MEALLISON.COM LMURPHY@MEALLISON.COM 12-31-2022 Y M.E. ALLISON & CO., INC. 1047 74-1037681 866-00852-00 867-00696 008-1402 1047 1047 TX 950 E. BASSE RD. SECOND FLOOR SAN ANTONIO TX 78209 210-930-4000 210-930-4001 N WWW.MEALLISON.COM Linde Allen Murhy

950 E. BASSE RD., SECOND FL. SAN ANTONIO TX 78209

210-930-4000 210-930-4001 lmurphy@MEALLISON.COM CHRISTOPHER RUMSEY ALLISON

950 E. BASSE RD., SECOND FL. SAN ANTONIO TX 78209

210-930-4000 210-930-4001 CALLISON@MEALLISON.COM December TX 03-09-1946 N 17 2 2 2 0 4 Municipal Entities 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Brokerage Of MEI Y Y Y Y N Investment Adviser 1 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N CHRISTOPHER RUMSEY ALLISON PRESIDENT 11-01-2004 NA Y 2278380 CHARLES BENNETT ALLISON DIRECTOR 03-01-2007 NA Y 4615330 LINDE ALLEN MURPHY CHIEF COMPLIANCE OFFICER 01-01-2013 NA Y 4049529 MILTON E ALLISON CHAIRMAN & CEO 01-01-1980 E Y 3718 Amend CHRISTOPHER RUMSEY ALLISON PRESIDENT 11-01-2004 C Y 2278380 Amend CHARLES BENNETT ALLISON DIRECTOR 03-01-2007 C Y 4615330 Amend LINDE ALLEN MURPHY CHIEF COMPLIANCE OFFICER 01-01-2013 B Y 4049529 Delete MILTON E ALLISON CHAIRMAN & CEO 01-01-1980 E Y 3718 Linde Murphy Linde Murphy President 01-05-2023 4049529 N N N N N Y N N N N N N N N N N N N N N N