MILLS VALUE ADVISER INC
Firm details
- Headquarters
- ARLINGTON, Virginia
- CRD number
- 105886
- Custodians
- PROFUNDS DISTRIBUTORS, INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.28%
- Individuals14.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mills Value Adviser Inc operates as a small, active investment manager organized as a corporation and classified as a hedge fund. The firm serves both individual and institutional clients, offering portfolio management across separately managed accounts and pooled vehicles. Its client-facing fee schedule includes both a percentage-of-AUM component and performance-based fees, which aligns with an active, results-driven approach to investing. The firm’s public filings show a clear preference for equity exposure — exchange-traded equities are the most used asset type — and it manages at least one pooled hedge fund vehicle. Advisory services cover individuals and small businesses, pooled investment vehicles, and institutions. Mills Value Adviser Inc is not positioned as an ESG-focused manager and does not operate as a multi-state adviser according to its classification data.
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 Equities100%
Contacts
3 of 3ISABEL FITZGERALD
ShareholderCRD 1795142
GEORGE ANDERSON
ShareholderCRD 5055
CHARLES MILLS
Portfolio ManagerCRD 4845542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARLINGTON, VA
ARLINGTON
Location
ARLINGTON, VA
Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ARLINGTON
- Address
- 3101 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EMERALD INVESTMENTS, INC.
RIAARLINGTON, VA
CORETEGIC CAPITAL, LLC
RIAARLINGTON, VA
C4M GLOBAL ADVISORS LLC
RIAARLINGTON, VA
PLANDEAVOR
RIAARLINGTON, VA
NHABLA
RIAARLINGTON, VA
GREY OWL CAPITAL MANAGEMENT, LLC
RIAARLINGTON, VA