About Mcallister Capital Management
McAllister Capital Management, established in 1995 by Lyle L. McAllister, Jr., is a registered investment advisory firm based in Jackson, MS. Specializing in comprehensive wealth management, investment management, and retirement planning, the firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations. Operating as a fee-only independent Registered Investment Advisor, McAllister Capital Management acts in a fiduciary capacity, committed to acting in their clients' best interests at all times. They offer unbiased financial advice and disciplined investment management using no-load mutual funds and exchange-traded funds, with analysis from Morningstar and Lipper Analytical. The firm also provides estate and tax planning, education planning, asset protection strategies, and risk management consulting. With offices in Jackson, Mississippi, McAllister Capital Management prides itself on transparency, sharing investment philosophies, strategies, and historical results, differentiating itself from other financial service firms. Their team includes experienced professionals like Lyle L. McAllister, Jr., Sheldon M. Ford, and Mac McAllister, CPA, CFP®.
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