Mcmillan Capital Management, LLC
RIASEC Registered
Total AUM
$94.4M
Discretionary
$94.4M
100% of AUM
Avg account
$899K
Accounts
105
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 143179
- Website
- mcmillancap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcmillan Capital Management, LLC is an owner-operated investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and also employs performance-based fee arrangements. Its client base is primarily individual and family investors. The adviser reports it is not an active ESG investor and is not structured as a multi-state or capital-allocating firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents18%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds2%
Contacts
2 of 2Carter Mcmillan
Managing MemberCRD 2249832
Elizabeth Mcmillan
MemberCRD 4461246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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