$94.4M Total AUM
$94.4M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
18 yrs Firm Age
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- Custodian
- Brown Brothers · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Frontier wave
- Established Date
- 10-08-2007
- Office Locations
- 1
Office Locations
-- Dallas TX
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. Services offered include Portfolio Construction.
Team overview
53 AVG AGE
$94.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
18.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
18yrs Firm Age
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Accredited Investors
Vertex
Asset Classes
Vertex Wave beacon Timber prime Foundation vector Wave eagle
Client Personas
Alpha
Custodian
Vertex Summit alpha
Investment Themes
Pathway north
Investment Vehicles
Radial
Services
Crest
Technology
Alpha
Owner & Executives
C
CARTER JORDAN MCMILLAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2249832
- Ownership
- 50% but less than 75%
(590) 779-1900
eagle.optima@northcapital.com
in linkedin.com/in/vital-element
E
ELIZABETH M. MCMILLAN
Director of Technology
- CRD
- #4461246
- Ownership
- 50% but less than 75%
(277) 971-1998
glacier.eagle@eaglecapital.com
in linkedin.com/in/summit-peak
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $94,350,996
Equity - Exchange:
14.1% Cash:
24.1% U.S. Government/Agency:
8.3% Public Funds:
14.2% Corporate - Investment Grade:
12.9% Municipal Bonds:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,111,670,596 | 14.1% |
| Cash | $1,900,089,458 | 24.1% |
| U.S. Government/Agency | $654,387,656 | 8.3% |
| Public Funds | $1,119,554,785 | 14.2% |
| Corporate - Investment Grade | $1,017,060,332 | 12.9% |
| Municipal Bonds | $2,081,425,797 | 26.4% |
| Total | $7,884,188,624 | 100.0% |