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| Keyboard |
| McAllister Capital Management Corporation
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|---|---|
| CRD # | 115613 |
| SEC # | 801-114794 |
| CIK # | |
| AUM | 306.2 M (2026-01-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 601-362-1000 |
| Address | 1907 Dunbarton Drive Jackson, MS 39216 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 125.5 |
| (b) Individuals (high net worth individuals) | 92 | 180.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 306.2 |
| By Discretionary | ||
| Discretionary | 210 | 306.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 306.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.2 | |
| Total | 210 | 306.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beacon Wealthcare LLC
✚
|
NC | 308.3 M |
|
Merit Financial Partners LLC
✚
|
NY | 308.2 M |
|
Prepared Retirement Institute LLC
✚
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PA | 307.6 M |
|
Commons Capital LLC
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|
GFG Wealth LLC
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|
Fidelis IM LLC
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|
OR | 306.1 M |
|
Morton Wealth Advisors
✚
|
MA | 305.5 M |
|
Northwest Wealth Advisors LLC
✚
|
WA | 304.5 M |
|
Codex Capital Asset Management LLC
✚
|
304.2 M | |
|
Provider Financial Inc
✚
|
IN | 304.0 M |