This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $683.9K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Andy Millard Advisory, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Andy Millard Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARL ANDREW MILLARD
Chief Compliance Officer, Financial Advisor
- CRD
- #2477172
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,834,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,834,228 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Andy Millard Advisory, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.