CRD: 115613
Mcallister Capital Management
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-1995
- Office Locations
- 1
Office Locations
About Mcallister Capital Management
McAllister Capital Management is a Jackson, MS registered investment adviser providing investment management and financial consulting for retail clients. The firm emphasizes asset allocation and risk management, building portfolios with ETFs and mutual funds alongside high-quality bonds and cash. Founder/President Lyle L. McAllister Jr. leads the practice; client assets are custodied at Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LYLE LESTER MCALLISTER JR
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1197612
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SHELDON MILES FORD
Financial Advisor, General Partner
- CRD
- #6340929
Lyle Lester McAllister III
Investment Advisor
- CRD
- #7358267
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,161,569 | $1,457,912 |
| Non-Discretionary | $0 | -- |
| Total | $306,161,569 | $1,457,912 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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