$1.5B Total AUM
$1.5B Disc. AUM
13.0% 3Y CAGR
5 Employees
106 ADV. Clients
5 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2021
- Office Locations
- 1
Office Locations
845 Church Street North Concord NC
About Mill Capital Management, LLC
Mill Capital Management is an independent boutique RIA in Concord, NC providing investment management, financial and estate planning, and philanthropic guidance for affluent families and charitable organizations. Portfolios are implemented primarily with ETFs, and the firm custodies with Charles Schwab and uses Tamarac and eMoney.
Team overview
54 AVG AGE
$497.7M AVG AUM / ADVISOR
$14.1M AVG AUM / CLIENT
3.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
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Available
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
P
Paul Norman Clark
Chief Compliance Officer, Principal
- CRD
- #7336231
- Ownership
- 25% but less than 50%
Available
Available
Available
BRIAN JAMES SEAY
Principal
- CRD
- #2207675
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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D
DAVID CRAWFORD BEACH JR.
--
- CRD
- #4097995
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,455,112,629 | $4,802,352 |
| Non-Discretionary | $38,011,751 | $12,670,584 |
| Total | $1,493,124,380 | $4,879,491 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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