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Millington Financial Advisors, LLC

Millington Financial Advisors, LLC. CRD 156315

Millington Financial Advisors, LLC logo

CRD: 156315

Millington Financial Advisors, LLC

Naperville, IL, 60563
6309227900
$291.4M Total AUM
$279.2M Disc. AUM
32.0% 3Y CAGR
11 Employees
187 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
02-10-2011
Office Locations
1

Office Locations

55 Shuman Blvd Suite 1050 Naperville IL

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

56 AVG AGE
$58.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.9 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age

Insights

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Accredited Investors

Eagle radial Legacy

Asset Classes

Value focus North eagle Ember ember Focus peak Momentum glacier Element Signal

Investment Themes

Pathway Harbor Pathway

Investment Vehicles

Legacy

Platform

Alpha delta Horizon north

Services

Radial Optima unison Eagle matrix Crest pathway Matrix Signal atlas Horizon Bridge meridian

Owner & Executives

C

CHARLES GLENN MILLINGTON

Chief Compliance Officer, Chief Executive Officer, President

CRD
#1032017
Ownership
50% but less than 75%
(584) 720-1127
optima.horizon@deltacapital.com
in linkedin.com/in/frontier-element
CHARLES FRANCIS MILLINGTON

CHARLES FRANCIS MILLINGTON

Chief Compliance Officer, President

CRD
#4683520
Ownership
50% but less than 75%
(618) 760-9730
momentum.alpha@capitalcapital.com
in linkedin.com/in/atlas-oak

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Contacts

DAVID KRIST

DAVID KRIST

Financial Advisor

CRD
#6231870
(743) 904-9711
ridge.horizon@bridgecapital.com
in linkedin.com/in/pathway-eagle
C

CARTER FRANCIS MILLINGTON

--

CRD
#8101032
(746) 337-9335
zenith.beacon@vitalcapital.com
in linkedin.com/in/quantum-atlas
V

Vertex eagle

Radial zenith optima

CRD
#98415
(758) 583-3989
horizon.vector@elementcapital.com
in linkedin.com/in/delta-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-16-2023
01-11-2024
11-20-2025
03-31-2026
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

$291.4M Total SMA
Public Funds:
15.4%
Equity - Exchange:
11.2%
Corporate - Investment Grade:
24.8%
Other:
27.6%
Cash:
21.0%
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

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