Shelbie Hohlt Benitez
Investment adviser representative at Mcalister, Sweet & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$224.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Mcalister, Sweet & Associates, Inc.Aug 2021 to now
- Bkd, LLPJan 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Mcalister, Sweet & Associates, Inc.
$224.2MAssets managed
187Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7519932
- Firm CRD
- 290626