EARLY MCCLINTIC & MCMILLAN, LLC

RIASEC RegisteredEst. 2017

Total AUM

$652M

Discretionary

$396M

61% of AUM

Avg account

$373K

Accounts

1,750

Employees

9

Advisory reps

7

Firm details

Headquarters: STAFFORD, Texas
CRD number: 288427
Registered since: August 10, 2017
Website: www.emcmc.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM
Client types: HNWI64.65%
Individuals33.56%
Charitable Organizations1.59%
Corporations / Businesses0.19%
Services: Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Early Mcclintic & Mcmillan, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm operates on a percentage-of-AUM fee model and serves both individual and family clients as well as institutional relationships. Stated advisory capabilities include financial planning and pension consulting services. The firm does not self-identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities55%
Public Funds/Mutual Funds30%
Cash & Cash Equivalents12%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

1 of 1

MARC DEMARCO
Chief Compliance Office, Office ManagerCRD 4812369

Contacts

3 of 6

DAVID HUDDLESTON
PartnerCRD 7301034
SCOTT MCCLINTIC
Partner, Investment Advisor RepresentativeCRD 1517553
IAN MCCLINTIC
PartnerCRD 5741190

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

STAFFORD, TX

FORT BEND

Location

STAFFORD, TX

Headquartered in STAFFORD, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: FORT BEND
Address: 4800 Sugar Grove Blvd
Time zone: CT (UTC-6)
Office locations

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