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 organized as an LLC and SEC-registered in 2017. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management for individuals and small businesses alongside pension consulting services. Its fee model mixes percentage-of-AUM billing with hourly charges. Millennium is not characterized as an active ESG investor and is not a multi-state adviser; it also does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1JUSTIN DECKARD
Executive Vice PresidentCRD 2688007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$34.9M in ETFs
70%
$24.4M
17%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $3.5M | 68,824 | 9.94% |
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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