MILLS VALUE ADVISER INC

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$346K
Accounts
26
Employees
1
Advisory reps
3

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
105886
Custodians
PROFUNDS DISTRIBUTORS, INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.28%
  • Individuals14.72%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mills Value Adviser Inc operates as a small, active investment manager organized as a corporation and classified as a hedge fund. The firm serves both individual and institutional clients, offering portfolio management across separately managed accounts and pooled vehicles. Its client-facing fee schedule includes both a percentage-of-AUM component and performance-based fees, which aligns with an active, results-driven approach to investing. The firm’s public filings show a clear preference for equity exposure — exchange-traded equities are the most used asset type — and it manages at least one pooled hedge fund vehicle. Advisory services cover individuals and small businesses, pooled investment vehicles, and institutions. Mills Value Adviser Inc is not positioned as an ESG-focused manager and does not operate as a multi-state adviser according to its classification data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • ISABEL FITZGERALD

    ShareholderCRD 1795142

  • GEORGE ANDERSON

    ShareholderCRD 5055

  • CHARLES MILLS

    Portfolio ManagerCRD 4845542

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
3101 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth