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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
About Mcmillan Office, Inc.
Mcmillan Office, Inc. is a St. Clair Shores-based RIA. The firm has been operating for 16 years. Managing $913.7M in total assets under management, with 4 advisory representatives. They custody assets with RBC.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 25, 2026, reported AUM increased 16.1%, from $787.2M to $913.7M.
Across 5 reported observations, AUM increased 37.4% between March 11, 2022 and March 25, 2026, from $665.0M to $913.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 453 clients, or 113.3 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MICHAEL BACKMAN
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $913,684,095 | $1,999,309 |
| Non-Discretionary | $0 | -- |
| Total | $913,684,095 | $1,999,309 |
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Separately Managed Accounts
SMA allocation detail is available
Mcmillan Office, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcmillan Office, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.