CRD: 156315
Millington Financial Advisors, LLC
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between November 20, 2025 and March 31, 2026, reported AUM increased 29.8%, from $224.4M to $291.4M.
Across 5 reported observations, AUM increased 103.3% between March 30, 2022 and March 31, 2026, from $143.3M to $291.4M.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 5 advisory representatives and 187 clients, or 37.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on August 4, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CHARLES GLENN MILLINGTON
Co-Founder
- CRD
- #1032017
- Ownership
- 50% but less than 75%
CHARLES FRANCIS MILLINGTON
Co-Founder, 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
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
SMA allocation detail is available
Millington Financial Advisors, LLC 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
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Millington Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.