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 a fee-based registered investment adviser focused on portfolio management for individuals, small businesses and institutional clients. Founded as an individually owned corporation and registered in 2017, the firm runs a largely equity-oriented strategy with a clear preference for exchange-traded products as core holdings. Advisory services are delivered on a percentage-of-AUM fee model and the firm does not market itself as an active ESG investor. Portfolio construction favors broad-market ETF exposure complemented by select individual equities, with third-party allocations to alternative managers for diversification and return enhancement.
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 3JOHN MCALISTER
Co-FounderCRD 3277255
MICHAEL SWEET
Co-FounderCRD 4120607
Shelbie Benitez
Financial AssociateCRD 7519932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$138M in ETFs
81%
$112M
19%
$26.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $48M | 73,834 | 34.70% |
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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