Allison Gregory
Salomon and Ludwin · Richmond, Virginia
Allison Gregory is a fee-only financial advisor at Salomon and Ludwin in Richmond, Virginia. Salomon and Ludwin reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Salomon and Ludwin |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.34B across 1,602 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4891387 |
| Exams passed | Series 66 (2018) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | salomonludwin.com |
How Allison's firm compares
- Salomon and Ludwin's average account is about $835,000, from its Form ADV (assets managed divided by 1,602 accounts).
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Questions about Allison
Is Allison Gregory a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Salomon and Ludwin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, Salomon and Ludwin, reports charging a percentage of assets on its SEC Form ADV.
Where is Allison Gregory based?
Allison Gregory is based in Richmond, Virginia.
Is Allison Gregory registered with the SEC?
Yes. Allison Gregory is registered as an investment adviser representative in TX and VA (CRD 4891387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salomon and Ludwin manage?
Salomon and Ludwin reports $1.34B across 1,602 accounts in assets under management.
How do I contact Allison Gregory?
Through Allison's website, salomonludwin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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