McAllister Capital Management provides portfolio management for individuals and small businesses.
McAllister Capital Management reports 210 clients. They include 118 individual clients and 92 high-net-worth individuals. Of its assets, 100.0% ($306M across 210 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 41% |
| High-net-worth individuals | 44% | 59% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 118 | $126M | 41.0% | $1.06M |
| High-net-worth individuals | 92 | $181M | 59.0% | $1.96M |
| Total | 210 | $306M | 100% | $1.46M |
- Clients
- 118
- Regulatory AUM
- $126M
- AUM share
- 41.0%
- Avg. per client
- $1.06M
- Clients
- 92
- Regulatory AUM
- $181M
- AUM share
- 59.0%
- Avg. per client
- $1.96M
Total
- Clients
- 210
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
McAllister Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Lyle McAllister owns 75% or more of McAllister Capital Management. The leadership team of McAllister Capital Management includes President Lyle McAllister. It has 3 employees.
Leadership
- Lyle McAllisterChief Compliance Officer/President
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Sheldon Miles Ford
- Lyle Lester McAllister JR
- Lyle Lester McAllister III
Staff
- 3 employees
- 3 in advisory functions
- Owns 75% or more of McAllister Capital Management Corporation
Lyle McAllister
Control person · since January 1995
McAllister Capital Management’s regulatory assets grew 2.0× from $153M (March 2021) to $306M (January 2026); clients rose from 118 to 210 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $306M | 210 | 3 | 1 |
| January 2025 | $261M | 193 | 3 | 1 |
| January 2024 | $216M | 178 | 3 | 1 |
| January 2023 | $170M | 168 | 3 | 1 |
| June 2022 | $179M | 152 | 3 | 1 |
| March 2021 | $153M | 118 | 2 | 1 |
Besides its headquarters, McAllister Capital Management has 0 offices, with 1 listed address in Mississippi.
Mississippi · 1 listed address
- 1907 Dunbarton Drive, Suite E, JacksonHQ
Contact and registration details
- Legal name
- McAllister Capital Management Corporation
- Headquarters
- 1907 Dunbarton Drive, Suite E, Jackson, MS 39216
- Website
- mcallistercapital.com
- Phone
- 601-362-1000
- SEC file
- 801-114794
- Founded
- 1995
- Structure
- Mississippi corporation
- Fiscal year end
- December
McAllister Capital Management uses Charles Schwab ($153M) as custodian for its separately managed accounts. McAllister Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $153M100%
At year end, McAllister Capital Management’s separately managed accounts were largely in funds (42%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds42%
- Bonds20%
- U.S. government and agency bonds13%
- Investment grade corporate bonds7%
- Cash12%
How many clients does McAllister Capital Management have?
McAllister Capital Management has 210 clients and manages $306 million for them, as of January 2026. They include 118 individual clients and 92 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 January 2026
What services does McAllister Capital Management offer?
McAllister Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does McAllister Capital Management use?
McAllister Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $153M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 January 2026
How many financial advisors does McAllister Capital Management have?
McAllister Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McAllister Capital Management invest in?
At the end of its last fiscal year, McAllister Capital Management’s separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 13% U.S. government and agency bonds, 12% cash and equivalents and 7% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McAllister Capital Management?
McAllister Capital Management’s direct owner is Lyle McAllister (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 January 2026
How does McAllister Capital Management get paid?
McAllister Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is McAllister Capital Management registered with the SEC?
Yes, McAllister Capital Management has been registered with the SEC as an investment adviser since 8 March 2019. Its CRD number is 115613 and its SEC file number is 801-114794.
Source: Form ADV Part 1A, Item 1, filed 12 January 2026; IAPD firm record
How do I contact McAllister Capital Management?
McAllister Capital Management’s main office is at 1907 Dunbarton Drive, Suite E, Jackson, MS 39216. Its phone number is 601-362-1000. Its website is mcallistercapital.com.