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McAlister, Sweet & Associates, Inc.

● SEC registered since 2017CRD 290626SEC# 801-112082Houston, TX
Export (members)
Reg. AUM
$224.2M
Employees
4
Accounts
368
Location
Houston, TX

McAlister, Sweet & Associates, Inc. assets under management

McAlister, Sweet & Associates, Inc. operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $224.2 million in regulatory assets under management and employs 4 people.
www.msamsa.netView on SEC.gov ↗

McAlister, Sweet & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Richard Bryan McAlister ControlPresident, Director, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does McAlister, Sweet & Associates, Inc. manage?

McAlister, Sweet & Associates, Inc. reports $224.2 million in regulatory assets under management on its Form ADV.

How many employees does McAlister, Sweet & Associates, Inc. have?

McAlister, Sweet & Associates, Inc. reports 4 employees.

Where is McAlister, Sweet & Associates, Inc. located?

McAlister, Sweet & Associates, Inc. is based in Houston, TX and has been SEC-registered since 2017.

Does McAlister, Sweet & Associates, Inc. disclose fund performance?

McAlister, Sweet & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19500 St. Hwy. 249, Suite 345, Houston, TX 77070
Phone281-897-0700
Office hoursBy Apointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.8M
Non-discretionary$379K
Total (RAUM)$224.2M