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MCALISTER, SWEET & ASSOCIATES, INC.
CRD 290626File 801-112082
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$224.2M
Below cohort median (national)
Discretionary AUM
$223.8M
Non-discretionary $379K
Clients
187
368 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 27, 2017
- Principal office
- 19500 ST. HWY. 249, SUITE 345, HOUSTON, TX, 77070
- Phone
- 281-897-0700
- Website
- HTTP://WWW.MSAMSA.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.2M
- Discretionary AUM
- $223.8M
- Non-discretionary AUM
- $379K
- Discretionary accounts
- 362
- Non-discretionary accounts
- 6
- Total accounts
- 368
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $182.3M |
| Individuals (other than high net worth individuals) | 107 | $42.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.