Mcallister Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MS. Its latest Form ADV filing, dated January 12, 2026, reports $306M in regulatory assets under management, 3 employees, and 210 accounts.
Assets Under Management
$306M
Employees
3
Offices
--
Total Clients
210
Primary office
JACKSON, MS
1907 DUNBARTON DRIVE, SUITE E, JACKSON, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
118
2
HNWI
43.8%
92
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of January 12, 2026
Discretionary100.0%
$306M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$306M
Total Accounts210
10Y AUM Change+$185M (+152.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee70:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.