Andy Millard Advisory, LLC

Overview

Andy Millard Advisory, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm runs accounts under a percentage-of-AUM fee model and favors pooled public vehicles—primarily mutual funds and similar public fund structures—over a heavy roster of individual securities. It does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or capital allocator. Services center on ongoing portfolio management rather than large-scale institutional or specialized retirement consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices