CRD: 156315
Millington Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2011
- Office Locations
- 1
Office Locations
About Millington Financial Advisors, LLC
Millington Financial Advisors is an independent Naperville, IL RIA providing personalized financial planning and portfolio management built around clients’ life goals. The team works with individuals and families, including entrepreneurs, coordinating tax, estate and insurance considerations alongside investment strategy. Portfolios commonly use mutual funds and ETFs and are custodied with Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHARLES GLENN MILLINGTON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1032017
- Ownership
- 50% but less than 75%
CHARLES FRANCIS MILLINGTON
Chief Compliance Officer, President
- CRD
- #4683520
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID KRIST
Financial Advisor
- CRD
- #6231870
CARTER FRANCIS MILLINGTON
--
- CRD
- #8101032
Vertex eagle
Radial zenith optima
- CRD
- #98415
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,241,603 | $522,924 |
| Non-Discretionary | $12,139,710 | $606,986 |
| Total | $291,381,313 | $525,959 |
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Separately Managed Accounts
Total SMA Asset: $291,381,313
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $268,003,206 | 15.4% |
| Equity - Exchange | $194,911,422 | 11.2% |
| Corporate - Investment Grade | $431,589,578 | 24.8% |
| Other | $480,317,434 | 27.6% |
| Cash | $365,458,918 | 21.0% |
| Total | $1,740,280,558 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER BRIDGE MERIDIAN | EAGLE MATRIX | W3FAL29RR | JTAK | 6.37% | $55,884,298 |
| EMBER GLACIER HORIZON | EAGLE ALPHA | 8B459AVGA | YGKY | 7.97% | $32,233,975 |
| VALUE ZENITH | OAK LEGACY | G61ZT68SV | WVLZX | 4.91% | $100,142,240 |
| PEAK NORTH VERTEX | ATLAS BRIDGE | 67DNTNFVI | SFYES | 7.32% | $35,906,478 |
| VECTOR SIGNAL ELEMENT | VERTEX RIDGE | U8YX19D7U | MJA | 8.54% | $119,002,750 |
| DELTA PATHWAY | PRIME EAGLE | 2S0NBII7G | NANVT | 3.95% | $56,995,250 |
| CATALYST BRIDGE | ATLAS RIDGE | ILX7WN47N | HSPA | 10.00% | $65,189,778 |
| FUSION VITAL FUSION | MERIDIAN VECTOR | F2ESS965F | FFB | 10.56% | $72,580,849 |