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, individually owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not self-identify as an active ESG investor and does not operate as a multi-state or pension consultant 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$13.2M in ETFs
100%
$13.2M
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 | $2.8M | 113,119 | 20.85% |
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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