Mcmillan Analysis Corporation

Overview

Mcmillan Analysis Corporation is a small, equity-focused advisory firm that serves both high-net-worth individuals and institutional clients. The firm runs discretionary portfolio management as its primary activity and supplements that with periodic publications and educational seminars. Its stated business activities include operating in roles consistent with a CPO/CTA, suggesting experience with pooled or managed-commodities strategies alongside traditional portfolio management. Investment activity centers on exchange-traded equities, with a clear preference for liquid, publicly traded instruments. The firm is not an active ESG investor and it does not present itself as a multi-state adviser. Fee arrangements are flexible and varied: they include percentage-of-AUM charges, hourly and subscription fees, performance-based fees and other bespoke pricing structures, which allows tailoring to both individual and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices