MCALISTER, SWEET & ASSOCIATES, INC.
CRD #290626 SEC #801-112082 HOUSTON, TX 281-897-0700
SEC Registered
Total AUM
$205.5M
Discretionary
$205.2M
Employees
4
Clients
--
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $205.5M | $205.2M | $293.9K | 4 | 0 |
| Mar 2024 | $173.1M | $172.8M | $246K | 4 | 0 |
| Feb 2023 | $159.6M | $159.3M | $295.3K | 4 | 0 |
| Feb 2022 | $173.7M | $173.4M | $322.2K | 4 | 0 |
| Feb 2021 | $146.6M | $146.4M | $249.3K | 3 | 0 |
| May 2020 | $125.7M | $125.5M | $194.4K | 3 | 0 |
| May 2020 | $125.7M | $125.5M | $194.4K | 3 | 0 |
| Mar 2020 | $125.7M | $125.5M | $194.4K | 3 | 0 |
| Apr 2019 | $117.7M | $117.7M | $0 | 3 | 0 |
| Mar 2019 | $117.7M | $117.7M | $0 | 3 | 0 |
| Aug 2018 | $109M | $109M | $0 | 3 | 0 |
| Jul 2018 | $109M | $109M | $0 | 3 | 0 |
| Apr 2018 | $109M | $109M | $0 | 3 | 0 |
| Mar 2018 | $109M | $109M | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$205.5M
Discretionary$205.2M
Non-Disc.$293.9K
Employees4
Clients0
DateMar 2024
Total AUM$173.1M
Discretionary$172.8M
Non-Disc.$246K
Employees4
Clients0
DateFeb 2023
Total AUM$159.6M
Discretionary$159.3M
Non-Disc.$295.3K
Employees4
Clients0
DateFeb 2022
Total AUM$173.7M
Discretionary$173.4M
Non-Disc.$322.2K
Employees4
Clients0
DateFeb 2021
Total AUM$146.6M
Discretionary$146.4M
Non-Disc.$249.3K
Employees3
Clients0
DateMay 2020
Total AUM$125.7M
Discretionary$125.5M
Non-Disc.$194.4K
Employees3
Clients0
DateMay 2020
Total AUM$125.7M
Discretionary$125.5M
Non-Disc.$194.4K
Employees3
Clients0
DateMar 2020
Total AUM$125.7M
Discretionary$125.5M
Non-Disc.$194.4K
Employees3
Clients0
DateApr 2019
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0