Mcalister, Sweet & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 2, 2026, reports $224M in regulatory assets under management, 4 employees, and 368 accounts.
Assets Under Management
$224M
Employees
4
Offices
--
Total Clients
187
Primary office
HOUSTON, TX
19500 ST. HWY. 249, SUITE 345, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.2% of total clients.
Top client categories% of clientsClients
1
Individuals
57.2%
107
2
HNWI
42.8%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 2, 2026
Discretionary99.8%
$224M
100% of total RAUM99.8%
Non-discretionary0.2%
$379K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts368
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+2 (+100.0%)
* 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.