MILL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CONCORD, North Carolina
- CRD number
- 312798
- Registered since
- March 10, 2021
- Website
- millcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.55%
- Charitable Organizations47.76%
- Individuals0.62%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mill Capital Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional investors, offering fee arrangements based on a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Mill Capital does not report being an active ESG investor and is not flagged as a multi-state or pension consultant adviser.
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 Equities94%
- US Government Bonds2%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Paul Clark
Principal And Chief Compliance OfficerCRD 7336231
Contacts
3 of 3DAVID BEACH
Portfolio ManagerCRD 4097995
BRIAN SEAY
PrincipalCRD 2207675
JONATHAN RHONEY
Principal, Relationship ManagerCRD 2848867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$11M in ETFs
100%
$11M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $2.1M | 81,113 | 18.81% |
Location
CONCORD, NC
CABARRUS
Location
CONCORD, NC
Headquartered in CONCORD, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- CABARRUS
- Address
- 845 Church St N
- Time zone
- ET (UTC-5)
- Office locations
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