# Mcallister Capital Management

Mcallister Capital Management is a Bank / Wealth / Trust based in Jackson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jackson, United States
- **Region:** North America
- **Address:** 1907 Dunbarton Drive, Suite E, Jackson, MS 39216, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** mcallistercapital.com
- **LinkedIn:** https://www.linkedin.com/company/mcallister-capital-management

## Regulatory record

- **CRD number:** 115613
- **SEC file number:** 801-114794
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115613

## About

McAllister Capital Management was established in Jackson, Mississippi, in 1995 by Lyle L. McAllister Jr., who arrived with experience on both the advisory and asset-management sides of the industry, including a prior role at American Century Investors. The firm operates as a registered investment advisor on a fee-only basis, which legally requires it to act in a fiduciary capacity. This structure was a deliberate choice to differentiate from the commission-driven brokerage model that dominated retail financial services at the time of its founding. The firm’s advisory capabilities span financial planning, retirement strategies, and portfolio management for individuals, high-net-worth families, trusts, estates, and corporations. Client assets are generally managed through separately managed accounts with a focus on direct security selection. The team joined by Sheldon Ford — who brought a treasury-management background from BankPlus — and Mac McAllister, who joined in spring 2021 after serving as a Private Wealth Tax Manager at Deloitte in Houston, bringing CPA and CFP credentials to the practice. The operation remains compact, operating from a single office on Dunbarton Drive in Jackson with a disclosed team of four professionals. In spring 2021, the firm added Mac McAllister, deepening its in-house tax-planning capability at a time when clients increasingly expect a combined investment-and-tax view. The practice has not launched adjacent public-facing funds, philanthropic entities, or investment clubs, and maintains a deliberately low-profile public footprint. Its structural differentiator lies in governance: by choosing the RIA model with no broker-dealer affiliation, McAllister Capital is required by federal law to subordinate its own revenue interest to each client’s best outcome. For families and business owners navigating illiquid wealth events, tax transitions, and multi-jurisdictional estates across Mississippi, that regulatory architecture can make the firm’s small scale an advantage rather than a limitation.

## People

- Lyle L. McAllister Jr. — Founder
- Sheldon M. Ford — Team Member
- Mac McAllister — CPA, CFP®

## Questions

### Who runs investment decisions at Mcallister Capital Management?

Lyle L. McAllister Jr., who founded the firm in 1995 and previously worked at American Century Investors and Kidder Peabody, oversees investment decisions. Mac McAllister, who holds both CPA and CFP designations, joined the firm in spring 2021 and adds tax-aware portfolio input.

### What is the fee structure at Mcallister Capital Management?

The firm operates exclusively on a fee basis and explicitly states it does not earn commissions. As a registered investment advisor, it bears a fiduciary duty requiring it to act in each client's best interest, which the firm highlights as a deliberate structural choice to avoid commission conflicts (per firm website).

### Does the firm manage funds or only separately managed accounts?

Mcallister Capital Management manages client assets primarily through separately managed accounts. The firm has not disclosed any proprietary pooled fund vehicles, mutual funds, or fund-of-funds structures.

### Where does the in-house tax expertise at Mcallister Capital Management come from?

Mac McAllister joined the firm in spring 2021 after serving as a Tax Manager in Deloitte's Private Wealth group in Houston. He holds a Masters of Accountancy, a CPA license, and the CERTIFIED FINANCIAL PLANNER designation, giving the firm integrated tax-and-investment capability (per firm website).

## Related profiles

- [McAlister, Sweet & Associates](https://altss.com/profile/mcalister-sweet-associates)
- [M Cap Finance](https://altss.com/profile/m-cap-finance)

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Last updated: 2026-06-03T20:00:00.000Z

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