Mill Capital Management, LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 312798
- Registered since
- March 10, 2021
- Website
- millcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.55%
- Charitable Organizations47.76%
- Individuals0.62%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mill Capital Management, LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2021 and is organized as an LLC under individual ownership. The firm advises both individual/family and institutional clients, charging fees as a percentage of assets under management. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Mill Capital identifies equities—primarily exchange-traded securities—as its primary investment preference and does not market itself as an active ESG investor. The firm is not structured as a capital allocator and is not designated as a multistate adviser.
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 Equities94%
- US Government Bonds2%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Paul Clark
Principal And Chief Compliance OfficerCRD 7336231
Contacts
3 of 3
David Beach
Portfolio ManagerCRD 4097995
Brian Seay
PrincipalCRD 2207675
Jonathan Rhoney
Principal, Relationship ManagerCRD 2848867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$12M in ETFs
100%
$12M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $2.1M | 83,113 | 17.65% |
Location
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 845 Church St N
- Time zone
- ET (UTC-5)
- Office locations
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