McAlister, Sweet & Associates, Inc.
● SEC registered since 2017CRD 290626SEC# 801-112082Houston, TX
Reg. AUM
$224.2M
Employees
4
Accounts
368
Location
Houston, TX
McAlister, Sweet & Associates, Inc. assets under management
McAlister, Sweet & Associates, Inc. operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $224.2 million in regulatory assets under management and employs 4 people.
McAlister, Sweet & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Richard Bryan McAlister Control | President, Director, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does McAlister, Sweet & Associates, Inc. manage?
McAlister, Sweet & Associates, Inc. reports $224.2 million in regulatory assets under management on its Form ADV.
How many employees does McAlister, Sweet & Associates, Inc. have?
McAlister, Sweet & Associates, Inc. reports 4 employees.
Where is McAlister, Sweet & Associates, Inc. located?
McAlister, Sweet & Associates, Inc. is based in Houston, TX and has been SEC-registered since 2017.
Does McAlister, Sweet & Associates, Inc. disclose fund performance?
McAlister, Sweet & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19500 St. Hwy. 249, Suite 345, Houston, TX 77070 |
| Phone | 281-897-0700 |
| Office hours | By Apointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.2M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$224.2Mregulatory AUM
Discretionary $223.8MNon-discretionary $379K