$19.8M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
-- Columbus NC
About Andy Millard Advisory, LLC
Andy Millard Advisory, LLC is a North Carolina–registered RIA led by Andy Millard, offering virtual financial planning (including one-time plans) and ongoing portfolio design and management. The firm emphasizes earth-friendly, low-cost, values-aligned advice with direct access to the advisor and modern client tech. Client assets are custodied with Charles Schwab (and Vanguard).
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$683.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CARL ANDREW MILLARD
Chief Compliance Officer, Financial Advisor
- CRD
- #2477172
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,834,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,834,228 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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