Mcalister, Sweet & Associates, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 290626
- Registered since
- November 27, 2017
- Website
- www.msamsa.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.29%
- Individuals18.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcalister, Sweet & Associates, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2017. The firm operates on a fee‑for‑assets basis and focuses on portfolio management for individuals, families, small businesses and corporate clients. It does not portray itself as an ESG investor and is not set up as a multi‑state or capital‑allocating firm; primary client relationships are individual and family accounts managed on a discretionary basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds15%
- US Government Bonds5%
- State & Local Bonds1%
Contacts
3 of 3
John Mcalister
Co-FounderCRD 3277255
Michael Sweet
Investment Advisory RepresentativeCRD 4120607
Shelbie Benitez
Financial AssociateCRD 7519932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$133M in ETFs
90%
$119M
10%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $52.1M | 68,295 | 39.17% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 19500 State Highway 249
- Time zone
- CT (UTC-6)
- Office locations
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