McAllister Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
Fee-only: Fee-only advisory firm, compensated solely by percentage of assets under management.
Main office
1907 Dunbarton Drive, Suite E
Jackson MS 39216
Advisors at this office
3
Most active in
Florida · Kansas · Mississippi
Also doing business as
Mcallister Capital Management · Mcallister Capital Management Corporation
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
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.
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.
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.
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