About Mcallister Capital Management
<p>Founded in 1995 by Lyle L. McAllister, Jr., Mcallister Capital Management is a fee-only registered investment advisor based in Jackson in the Jackson metro area of central Mississippi. The firm reports $0.3B in assets under management (2026) and works with individuals as well as pension and profit-sharing plans, trusts, estates, and corporations.</p> <p>As a fiduciary advisor, the team provides investment management and retirement planning, including 3(21) support for plan sponsors. Portfolios are built using no-load mutual funds and exchange-traded funds, with research and analysis from Morningstar and Lipper Analytical.</p> <p>Mcallister Capital Management also handles related planning work such as estate and tax planning, education planning, asset protection strategies, and risk management consulting. The firm’s differentiator is its straightforward transparency around investment philosophies, strategies, and historical results.</p> <p>Key contacts include Lyle L. McAllister, Jr., Sheldon M. Ford, and Mac McAllister, CPA, CFP®. Learn more about similar firms in our <a href="/plan-advisors">plan advisors</a> directory.</p> <ul> <li>Fee-only independent registered investment advisor</li> <li>Fiduciary retirement plan support, including 3(21) services</li> <li>Investment management using no-load mutual funds and ETFs</li> <li>Planning support for estate/tax, education, asset protection, and risk management</li> </ul>
Website: https://www.mcallistercapital.com/
Founded: 1995
Office Locations
- Jackson, MS (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $260.8M