Mcalister, Sweet & Associates, Inc.

Overview

Mcalister, Sweet & Associates, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2017. The firm is owned by an individual and manages client relationships primarily on a percentage-of-assets fee basis. Its client focus is individual and family wealth, with advisory services that also cover portfolio management for small businesses and for business or institutional clients. The firm reports a concentrated advisory mandate: portfolio management rather than pension consulting or multi-state adviser activities. It does not identify as an active ESG investor and is not positioned as a capital allocator, which indicates reliance on third-party managers and pooled vehicles rather than direct private-deal sourcing.

Assets & Accounts

Public Holdings

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Location & Offices