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MCALISTER, SWEET & ASSOCIATES, INC.
CRD 290626 · SEC 801-112082
19500 ST. HWY. 249, SUITE 345, HOUSTON, TX, 77070, United States
Phone
281-897-0700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.2M
Discretionary AUM
$223.8M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $42.0M |
| High net worth individuals | 80 | $182.3M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD