McAllister Capital Management

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Client assets under management

$306,161,569

Clients

210

44% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,457,912

About

McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $306.2 million for about 210 clients through a three-advisor team. The firm primarily constructs portfolios using no-load mutual funds and exchange-traded funds and offers ongoing portfolio management and reporting.

The firm's investment process is documented and disciplined, beginning with client goals and constraints, developing target asset allocations, selecting managers (typically via mutual funds and ETFs), monitoring performance, and periodically rebalancing. Fund analysis draws on sources such as Morningstar and Lipper, portfolios are reviewed at least monthly, and clients receive quarterly performance reports that include time-weighted returns and a market commentary.

Distinctive features include a fee-only business model that the firm indicates excludes accepting compensation from product providers, and a combination of relatively high assets under management with a small, three-advisor structure while generally not requiring a minimum investment. Founded in 1995, the firm also reports using an independent custodian (primarily Charles Schwab) whose research and technology services support the adviser’s trade execution, reporting, and back-office functions.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.50% $1,500,001+: 0.25%

Other

Fee-only: Fee-only advisory firm, compensated solely by percentage of assets under management.

Main office location

McAllister Capital Management

1907 Dunbarton Drive, Suite E

Jackson MS 39216, United States

Number of offices

Most active in

Florida · Kansas · Mississippi

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 601-362-1000

Advisors at this firm

Sheldon F

Series 65

Jackson, MS

McAllister Capital Management

Sheldon Ford is a Series 65-licensed financial advisor with McAllister Capital Management in Jackson, MS, where he has worked since 2009. He has 11 years of industry experience. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million using a documented, disciplined investment process that emphasizes no-load mutual funds and ETFs, monthly portfolio reviews, and quarterly performance reporting.

Wealth management

Lyle M

Series 65

Jackson, MS

McAllister Capital Management

Lyle Mc Allister is a financial advisor at McAllister Capital Management with a Series 65 designation and four years of industry experience. Prior to joining McAllister Capital Management in 2021, he worked at Deloitte Tax LLP from 2014 to 2021. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million for about 210 clients, primarily using no-load mutual funds and exchange-traded funds within a documented and disciplined investment process.

Wealth management

Lyle M

Series 63, Series 65

Jackson, MS

McAllister Capital Management

Lyle McAllister is a financial advisor with McAllister Capital Management in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with McAllister Capital Management since 1995. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306.2 million for about 210 clients using a documented investment process that emphasizes no-load mutual funds and exchange-traded funds, with regular portfolio monitoring and reporting.

Wealth management

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