Mcallister Capital Management

What Mcallister Capital Management does

McAllister Capital Management is a privately held, fee-only registered investment advisory firm headquartered at 1907 Dunbarton Drive, Suite E, Jackson, Mississippi. Founded in January 1995 by Lyle L. McAllister, Jr., the firm operates under fiduciary duty and serves two segments: individual investors seeking lifetime financial planning, and corporate clients requiring qualified retirement plan administration (profit sharing and 401k). Service delivery is concentrated in the Southeast United States through a 3-person team that includes the founder, Sheldon M. Ford (joined 2009), and Mac McAllister, CPA, CFP (joined 2021).

The firm offers three integrated service lines: Investment Management, delivered through a disciplined five-step process covering Client Goals/Objectives identification, Asset Allocation, Manager Selection, Performance Monitoring, and Portfolio Rebalancing; Retirement Planning, spanning Qualified Retirement Plans, Traditional and Roth IRAs, SEP IRAs, and Simple IRAs; and Comprehensive Financial Consulting, providing fiduciary advice on college funding, insurance selection, financing decisions, and business acquisition or divestiture matters. The underlying technology is a human-led advisory practice with no proprietary software platform; client account custody is outsourced to Charles Schwab & Co., which also provides the online account access portal.

The business model is subscription-style recurring revenue earned solely from advisory fees on client assets, with no commissions on product sales and no publicly disclosed fee schedule. Go-to-market is sales-led, relying on direct outreach to the founder, a professional website with quarterly market commentary articles, LinkedIn presence, and word-of-mouth in the local Jackson market. The firm is independently owned, with no parent company, no external institutional investment, no subsidiaries, and no funding rounds.

Name

Mcallister Capital Management

Legal name

McAllister Capital Management

Website

https://mcallistercapital.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Mcallister Capital Management is a fee-only registered investment advisor in Jackson, Mississippi, founded 1995, serving individual investors and corporate retirement-plan clients with portfolio management, retirement planning, and financial consulting on a fiduciary basis.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Investment management
• Retirement planning
• Financial consulting
• Fiduciary advisory
• Wealth management

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Only Advisory Services: The firm operates on a fee-basis exclusively, compensated solely through advisory fees rather than commissions on products sold. This fiduciary model aligns the firm's interests with clients, as they are legally bound to act in clients' best interests.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

McAllister Capital Management is a fee-only registered investment advisory firm providing investment management, retirement planning, and comprehensive financial consulting services. The firm applies an institutional five-step Investment Management Process (Client Goals/Objectives, Asset Allocation, Manager Selection, Performance Monitoring, Portfolio Rebalancing) to individual and corporate clients, acting as a fiduciary without product-sales commissions.

Product overview

McAllister Capital Management is a fee-only registered investment advisory firm operating on a fiduciary basis since 1995. The firm offers three integrated service offerings: Investment Management (institutional approach with a five-step process for asset allocation and portfolio rebalancing), Retirement Planning (establishing and managing qualified retirement accounts, IRAs, SEP IRAs, and Simple IRAs), and Comprehensive Financial Consulting (acting as a financial confidante providing unbiased guidance on various financial decisions). All services are delivered exclusively on a fee-basis with transparency, distinguishing the firm from commission-based product salesmen.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Institutional approach to portfolio management following a disciplined five-step process: Client Goals/Objectives identification, Asset Allocation, Manager Selection, Performance Monitoring, and Portfolio Rebalancing. Delivered to individual investors and corporate clients on a fee-only fiduciary basis.
• Retirement Planning Assists clients in establishing and managing retirement plan accounts designed to grow assets while minimizing current and future tax liabilities. Covers Qualified Retirement Plans (Profit Sharing, 401k), Traditional IRAs, Roth IRAs, SEP IRAs, and Simple IRAs for individuals and corporate plan sponsors.
• Comprehensive Financial Consulting Financial advisory service in which the firm acts as a 'Financial Confidante and Advocate' providing unbiased advice in a fiduciary capacity. Covers retirement planning, college funding, insurance selection, home/automobile financing decisions, and business acquisition or divestiture guidance.

Quantifiable outcome

• 30-year anniversary celebrated in 2024, indicating sustained business success and client retention

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA providing fiduciary investment management and financial planning to individuals and families, directly comparable in service mix (investment management, retirement planning, comprehensive consulting) and fee-only model.
• Ritholtz Wealth Management: Independent fee-only RIA comparable in size and philosophy, also emphasizing transparent fiduciary advice and content-driven client education, serving individual and institutional clients with a similar five-step portfolio management approach.
• Plante Moran Financial Advisors: Fee-only RIA affiliated with a regional accounting firm, offering investment management and retirement plan consulting to individuals and corporate clients — comparable fiduciary model and HNW focus.
• Halbert Hargrove: Long-tenured (founded 1983) fee-only wealth management firm offering investment advisory and financial planning services, comparable as a small-to-mid size fiduciary RIA serving individuals and corporate retirement plans.
• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and retirement plan services to individuals and businesses, similar in service scope and fiduciary-only positioning.

Broad incumbents

• Mariner Wealth Advisors: Large independent RIA offering investment management, financial planning, and retirement plan services, comparable in service mix but operating at significantly greater scale across multiple regions.
• Fisher Investments: Large fee-based investment management firm serving individual and institutional clients, comparable as a fee-only competitor in the individual investor segment but at vastly greater scale.
• Charles Schwab Wealth Advisory: Schwab's own fee-based advisory service that directly competes with McAllister for clients on the same custodian platform, offering investment advisory at lower fee points but with less personalized service.
• Carson Wealth: Large national RIA platform serving individual investors with fee-based wealth management, comparable in target market and fee model but significantly larger and broader in service offerings.

Emerging players

• Betterment: Digital-first robo-advisor offering automated investment management and retirement planning, competing for the same individual investor segment but with a fully digital, low-fee model that pressures traditional advisory economics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/mcallister-capital-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mcallister Capital Management