Data / Investment advisers / Mississippi / McAllister Capital Management
McAllister Capital Management, Jackson, MS: $306 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McAllister Capital Management is an SEC registered investment adviser with its main office in Jackson, Mississippi and reports $306 million in regulatory assets under management in its Form ADV filed January 12, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 115613
- SEC file number
- 801-114794
- SEC status
- Approved, effective March 8, 2019
- Legal name
- McAllister Capital Management Corporation
- Main office
- 1907 Dunbarton Drive Suite E, Jackson, MS 39216
- Phone
- (601) 362-1000
- Website
- mcallistercapital.com
- Regulatory AUM
- $306,161,569 in the Form ADV filed January 12, 2026
- Discretionary AUM
- $306,161,569
- Accounts
- 210
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $180.6 million |
| Individuals (other than high net worth individuals) | 118 | $125.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $306.2 million | January 12, 2026 |
| December 1, 2025 | $260.8 million | January 15, 2025 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Langley Wealth Management, LLC | Corinth | $370.6 million | Not listed | adviserinfo.sec.gov |
| Peregrine Investment Advisors, LLC | Madison | $368.4 million | Not listed | adviserinfo.sec.gov |
| Phillips Wealth Planners LLC | Starkville | $340.8 million | Not listed | adviserinfo.sec.gov |
| Wealthview Capital, LLC | Jackson | $319.5 million | Not listed | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | $308.7 million | Not listed | adviserinfo.sec.gov |
| Optimum Financial Services, LLC | Jackson | $300.2 million | Not listed | adviserinfo.sec.gov |
| Bankplus Wealth Advisors | Jackson | $263.8 million | Not listed | adviserinfo.sec.gov |
| Simplified Wealth Management | Hattiesburg | $225.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- McAllister Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.