Overview
Assets Under Management: $261 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
MCALLISTER CAPITAL MANAGEMENT CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115613), MCALLISTER CAPITAL MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
MCALLISTER CAPITAL MANAGEMENT CORPORATION is headquartered in JACKSON, MS.
MCALLISTER CAPITAL MANAGEMENT CORPORATION serves 87 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, MCALLISTER CAPITAL MANAGEMENT CORPORATION offers portfolio management for individuals. View all service details ↓
MCALLISTER CAPITAL MANAGEMENT CORPORATION manages $261 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, MCALLISTER CAPITAL MANAGEMENT CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 115613
Last Filing Date: 2025-01-15 00:00:00
Website: https://mcallistercapital.com