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- Custodian
- Brown Brothers · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-08-2007
- Office Locations
- 1
Office Locations
About Mcmillan Capital Management, LLC
Mcmillan Capital Management, LLC is a Dallas-based RIA. The firm has been operating for 18 years. Managing $94.4M in total assets under management, with 1 advisory representatives. They custody assets with Brown Brothers and Fidelity/NFS.
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 38 clients, or 38 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mcmillan Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARTER JORDAN MCMILLAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2249832
- Ownership
- 50% but less than 75%
ELIZABETH M. MCMILLAN
Director of Technology
- CRD
- #4461246
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,350,996 | $524,686 |
| Non-Discretionary | $0 | -- |
| Total | $94,350,996 | $524,686 |
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Separately Managed Accounts
SMA allocation detail is available
Mcmillan Capital Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.