Millennium Capital Advisors, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 108641
- Registered since
- March 24, 2017
- Website
- www.mca-ar.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.68%
- Individuals20.96%
- Pension & Profit Sharing Plans5.6%
- Corporations / Businesses2.59%
- Charitable Organizations0.17%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Millennium Capital Advisors, LLC is an independent registered investment adviser that registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional clients, and lists portfolio management for individuals and small businesses and pension consulting services among its advisory activities. Its fee model combines a percentage of assets under management with hourly charges. Millennium identifies as a non–ESG investor, reports no multistate adviser designation, and shows an affiliation with an insurance company. Ownership is listed as a mix of a domestic entity and an individual.
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 Equities69%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2
Justin Deckard
Executive Vice PresidentCRD 2688007
Joshua Price
Private Wealth AdvisorCRD 7637744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$41.3M in ETFs
71%
$29.5M
15%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $3.9M | 77,013 | 9.40% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 1501 N University Ave
- Time zone
- CT (UTC-6)
- Office locations
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