McAllister Capital Management's Form ADV discloses 1.00% on the first $500,000, 0.75% on the next $500,000, 0.50% on the next $500,000, and 0.25% on assets above $1.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #115613), McAllister Capital Management is subject to fiduciary duty under federal law.
McAllister Capital Management is headquartered in JACKSON, MS.
McAllister Capital Management serves 92 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, McAllister Capital Management offers portfolio management for individuals. View all service details ↓
McAllister Capital Management manages $306 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, McAllister Capital Management serves high-net-worth individuals. View client details ↓