Mcallister Capital Management
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Overview
Mcallister Capital Management operates as an advisory firm that has its headquarters in Jackson, Mississippi. The company manages $170.0 million in total assets across 168 client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Mcallister Capital Management does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like stocks, bonds and options.
Mcallister Capital Management oversees all of the company's client assets on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without needing to seek client permission. Mcallister Capital Management's typical account size is $1.0 million. An average advisor at Mcallister Capital Management manages about 56 client accounts, placing it towards the middle in terms of personalization.
The company's main office is at 1907 Dunbarton Drive, Jackson, Mississippi 39216. The company is permitted to serve customers throughout a few states, including Florida, Kansas and Mississippi.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcallister Capital Management by the Numbers
$170.0 million
3
168
$1.0 million
Fee Structure
Financial advisory fees largely are based on which services are provided. However, fees billed by the company typically consist of the following fee structure: asset-based. Mcallister Capital Management does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Mcallister Capital Management caters to retail investors and high net worth investors. Out of its 168 clients, Mcallister Capital Management's largest client group is retail investors, but it also manages money for 77 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 45.83%
- Other Individuals - 54.17%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mcallister Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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