MILKS CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
309320

Firm profile

FINTRX

Overview

Milks Capital LLC operates as a limited liability company focused on investment management. The firm does not classify itself under a specific category, which suggests a flexible approach to its investment strategies. While it does not engage in capital allocation as a primary function, it does offer advisory services to its clients. The firm has not indicated any active involvement in ESG investing, which may reflect its investment philosophy. Milks Capital LLC does not operate as a multi-state adviser and has not disclosed any affiliations with other advisory firms.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW MILKS

    Chief Investment OfficerCRD 5889331

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
2028 E Ben White Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth