DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mcallister Capital Management
Legal name Mcallister Capital Management Corporation
Latest filing Jan 12, 2026
First filing on the tape Jan 18, 2012 · 15 filings
SEC status approved since Mar 8, 2019
RAUM
$306M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$306M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$102M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$306M as of Jan 12, 2026
Jan 18, 2012$57.1M then
HNW client RAUM$181M as of Jan 12, 2026
Jan 15, 2020$110M then
State-registered IARs (5.B.3)0 as of Jan 12, 2026
Jan 18, 20120 then
Employees (5.A)3 as of Jan 12, 2026
Jan 15, 20202 then
Private funds: no history
RAUM +17% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jan 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $102MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 70derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.8%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$181M59%
- Individuals$126M41%
- Individual clients
- 118reported
- HNW clients
- 92reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 210reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lyle Lester Mcallister | Jackson, Ms | Jul 26, 1995 | 42 y | 0 |
| Sheldon Miles Ford | Jackson, Ms | May 26, 2014 | 16 y | 0 |
| Lyle Lester Mcallister | Jackson, Ms | Jan 2, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lester Lyle Mcallister · Chief Compliance Officer/Presidentcontrolsince 01/1995 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jackson, Ms · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 193 to 210Jan 15, 2025 to Jan 12, 2026
- HNW clients · 87 to 92Jan 15, 2025 to Jan 12, 2026
- Individual clients · 106 to 118Jan 15, 2025 to Jan 12, 2026
- Discretionary RAUM · $261M to $306MJan 15, 2025 to Jan 12, 2026
- HNW RAUM · $174M to $181MJan 15, 2025 to Jan 12, 2026
- Individual RAUM · $86.4M to $126MJan 15, 2025 to Jan 12, 2026
- RAUM · $261M to $306MJan 15, 2025 to Jan 12, 2026
- Accounts · 178 to 193Jan 11, 2024 to Jan 15, 2025
- HNW clients · 82 to 87Jan 11, 2024 to Jan 15, 2025
- Individual clients · 96 to 106Jan 11, 2024 to Jan 15, 2025
- Financial planning clients · unset to Jan 11, 2024 to Jan 15, 2025
- Discretionary RAUM · $216M to $261MJan 11, 2024 to Jan 15, 2025
- HNW RAUM · $152M to $174MJan 11, 2024 to Jan 15, 2025
- Individual RAUM · $64.2M to $86.4MJan 11, 2024 to Jan 15, 2025
- RAUM · $216M to $261MJan 11, 2024 to Jan 15, 2025
- Accounts · 168 to 178Jan 13, 2023 to Jan 11, 2024
- HNW clients · 77 to 82Jan 13, 2023 to Jan 11, 2024
- Individual clients · 91 to 96Jan 13, 2023 to Jan 11, 2024
- Discretionary RAUM · $170M to $216MJan 13, 2023 to Jan 11, 2024
- HNW RAUM · $119M to $152MJan 13, 2023 to Jan 11, 2024
- Individual RAUM · $50.8M to $64.2MJan 13, 2023 to Jan 11, 2024
- RAUM · $170M to $216MJan 13, 2023 to Jan 11, 2024
- Accounts · 152 to 168Jun 15, 2022 to Jan 12, 2023
- HNW clients · 67 to 77Jun 15, 2022 to Jan 12, 2023
- Individual clients · 85 to 91Jun 15, 2022 to Jan 12, 2023
- Discretionary RAUM · $179M to $170MJun 15, 2022 to Jan 12, 2023
- HNW RAUM · $124M to $119MJun 15, 2022 to Jan 12, 2023
- Individual RAUM · $55.8M to $50.8MJun 15, 2022 to Jan 12, 2023
- RAUM · $179M to $170MJun 15, 2022 to Jan 12, 2023
- Accounts · 118 to 152Mar 3, 2021 to Jan 13, 2022
- Advisory employees · 1 to 3Mar 3, 2021 to Jan 13, 2022
- HNW clients · 50 to 67Mar 3, 2021 to Jan 13, 2022
- Individual clients · 68 to 85Mar 3, 2021 to Jan 13, 2022
- Employees · 2 to 3Mar 3, 2021 to Jan 13, 2022
- Discretionary RAUM · $153M to $179MMar 3, 2021 to Jan 13, 2022
- HNW RAUM · $118M to $124MMar 3, 2021 to Jan 13, 2022
- Individual RAUM · $35.2M to $55.8MMar 3, 2021 to Jan 13, 2022
- RAUM · $153M to $179MMar 3, 2021 to Jan 13, 2022
- Accounts · 115 to 118Jun 26, 2020 to Mar 3, 2021
- HNW clients · 48 to 50Jun 26, 2020 to Mar 3, 2021
Signals
1 dated events
- Mcallister Capital Management filed its initial SEC registration (Form ADV)Feb 5, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 601-362-1000reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 601-362-1052reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- mcallistercapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 601-362-1000reportedpublic record, Form ADV, Jan 12, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $102Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026