Mcallister Capital Management
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About the firm
McAllister Capital Management is a registered investment advisory firm established in 1995 by Lyle L. McAllister, Jr. The firm provides investment advisory and financial consulting services to individuals and corporations on a fee-basis exclusively, acting in a fiduciary capacity bound by law to act in clients' best interests at all times.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, and comprehensive financial consulting, provided on a fee-basis exclusively with portfolio management tailored to individual clients' tolerance for portfolio volatility.
Who they serve
Individuals and corporations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 118 | $126M |
| High Net Worth Individuals | 92 | $181M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Next $500,000 | 0.50% |
| Over $1,500,000 | 0.25% |
Data as of January 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mcallister Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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