E
$652.2M Total AUM
$395.7M Disc. AUM
11.0% 3Y CAGR
9 Employees
688 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2017
- Office Locations
- 1
Office Locations
4800 Sugar Grove Blvd. Suite 100 Stafford TX
About Early Mcclintic & Mcmillan, LLC
Early McClintic & McMillan is a Stafford, TX RIA providing financial planning and investment guidance for individuals and business owners, including retirement, tax and risk management, insurance planning, and business-succession support. Portfolios emphasize diversified asset allocation and are implemented largely with ETFs and public funds, with custody support through platforms such as Schwab and Raymond James.
Team overview
43 AVG AGE
$108.7M AVG AUM / ADVISOR
$947.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Focus quantum Alpha Momentum Quantum Timber oak
Client Personas
Unison pathway Foundation momentum
Custodian
Momentum meridian
Investment Themes
Vital Signal bridge Signal vector
Investment Vehicles
Matrix north Vital optima
Services
Element Atlas alpha Foundation Vertex Optima Ridge Pioneer Unison momentum Summit
Owner & Executives
RICHARD DEAN EARLY
Wealth Manager
- CRD
- #1324477
- Ownership
- 25% but less than 50%
(264) 488-1838
harbor.summit@signalcapital.com
in linkedin.com/in/summit-quantum
SCOTT DAVID MCCLINTIC
Partner
- CRD
- #1517553
- Ownership
- 25% but less than 50%
(971) 749-7966
timber.crest@frontiercapital.com
in linkedin.com/in/focus-insight
A
Atlas momentum
Signal horizon crest
- CRD
- #59311
- Ownership
- 44.5%
(556) 258-5368
eagle.zenith@frontiercapital.com
in linkedin.com/in/ember-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,720,575 | $321,202 |
| Non-Discretionary | $256,461,744 | $495,100 |
| Total | $652,182,319 | $372,676 |
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Separately Managed Accounts
Total SMA Asset: $652,182,319
Equity - Exchange:
22.6% Public Funds:
22.0% Cash:
24.5% Corporate - Non-Investment Grade:
5.3% Municipal Bonds:
16.0% U.S. Government/Agency:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $506,814,212 | 22.6% |
| Public Funds | $493,358,968 | 22.0% |
| Cash | $549,422,487 | 24.5% |
| Corporate - Non-Investment Grade | $118,854,660 | 5.3% |
| Municipal Bonds | $358,806,522 | 16.0% |
| U.S. Government/Agency | $215,283,913 | 9.6% |
| Total | $2,242,540,762 | 100.0% |