McAlister, Sweet & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McAlister, Sweet & Associates provides financial planning and portfolio management to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets across three advisors. The firm offers both discretionary and non‑discretionary portfolio management and works with clients to develop goals and investment solutions.
MSA employs a mix of analysis methods — including charting, fundamental, technical, and cyclical analysis — and uses long‑ and short‑term trading, option strategies, margin, and alternative investments as appropriate to client objectives. Most assets are managed on a discretionary basis, and the firm requires clients to use Charles Schwab as custodian for account execution and custody.
Distinctive features include that MSA sponsors a wrap fee program, under which clients pay a single fee that covers advisory services and transaction costs, and the firm also advertises performance results, a practice uncommon among its peers. The firm additionally offers tax preparation services as part of its advisory offering and discloses policies on personal trading and conflicts of interest in its Code of Ethics.
Client services
Expertise
Fee options
up to 1.00% annually
Main office
19500 St. Hwy. 249, Suite 345
Houston TX 77070
Advisors at this office
3
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael S
Series 63, Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.
John M
Series 63, Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.
Shelbie B
Series 65
Houston, TX
McAlister, Sweet & Associates, Inc.
Shelbie Benitez is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining the firm, she worked at BKD, LLP for five years. Benitez also provides tax preparation services to individuals and business entities as part of the firm's advisory offerings. McAlister, Sweet & Associates serves individuals, families, high net worth clients, and business entities, managing approximately $224 million in client assets. The firm employs a range of analysis methods and investment strategies, primarily managing assets on a discretionary basis, and offers a wrap fee program that includes tax preparation services.
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