MCALLISTER CAPITAL MANAGEMENT
Firm details
- Headquarters
- JACKSON, Mississippi
- CRD number
- 115613
- Registered since
- March 8, 2019
- Website
- www.mcallistercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59%
- Individuals41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcallister Capital Management is a privately owned advisory corporation that registered with the SEC in 2019 and focuses on serving individual and family clients, as well as small businesses. The firm provides portfolio management and charges fees as a percentage of assets under management. It does not present itself as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities26%
- US Government Bonds13%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds7%
Contacts
3 of 3Lyle McAllister
Investment AdvisorCRD 7358267
LYLE MCALLISTER
PresidentCRD 1197612
SHELDON FORD
Investment AdvisorCRD 6340929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSON, MS
HINDS
Location
JACKSON, MS
Headquartered in JACKSON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- HINDS
- Address
- 1907 Dunbarton Dr
- Time zone
- CT (UTC-6)
- Office locations
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