Millennium Capital Advisors, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 108641
- Registered since
- March 24, 2017
- Website
- www.mca-ar.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.68%
- Individuals20.96%
- Pension & Profit Sharing Plans5.6%
- Corporations / Businesses2.59%
- Charitable Organizations0.17%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Millennium Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves individual and family clients as well as institutional relationships, operating under a mix of percentage-of-AUM and hourly billing. Its stated advisory work centers on portfolio management for individuals and small businesses, with pension consulting services also listed among its offerings. Millennium is not positioned as a capital allocator, does not identify as an active ESG investor, and reports an insurance-company industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities69%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2
Joshua Price
Relationship BankerCRD 7637744
Justin Deckard
Executive Vice PresidentCRD 2688007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$40.7M in ETFs
71%
$28.9M
15%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $3.9M | 76,965 | 9.55% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 1501 N University Ave
- Time zone
- CT (UTC-6)
- Office locations
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