McAllister Capital Management Corporation
● SEC registered since 2019CRD 115613SEC# 801-114794Jackson, MS
Reg. AUM
$306.2M
Employees
3
Accounts
210
Location
Jackson, MS
About McAllister Capital Management Corporation
McAllister Capital Management provides investment management, retirement planning, and comprehensive financial consulting. It describes its advisory process as high-quality and differentiated, for clients seeking thoughtful portfolio and planning guidance.
Summary based on the firm’s website.
McAllister Capital Management Corporation assets under management
McAllister Capital Management Corporation is an investment advisory firm registered with the SEC based in Jackson, MS. The firm has been registered since 2019. It reports $306.2 million in regulatory assets under management and employs 3 people.
McAllister Capital Management Corporation owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lyle Lester McAllister Control | Chief Compliance Officer/President | Over 75% | 1995 |
Frequently asked questions
How much does McAllister Capital Management Corporation manage?
McAllister Capital Management Corporation reports $306.2 million in regulatory assets under management on its Form ADV.
How many employees does McAllister Capital Management Corporation have?
McAllister Capital Management Corporation reports 3 employees.
Where is McAllister Capital Management Corporation located?
McAllister Capital Management Corporation is based in Jackson, MS and has been SEC-registered since 2019.
Does McAllister Capital Management Corporation disclose fund performance?
McAllister Capital Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1907 Dunbarton Drive, Suite E, Jackson, MS 39216 |
| Phone | 601-362-1000 |
| Fax | 601-362-1052 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.2M▲ 17%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$306.2Mregulatory AUM
Discretionary $306.2M