← Back to searchVisit website
MILL CAPITAL MANAGEMENT, LLC
CRD 312798 · SEC 801-120478
845 CHURCH STREET NORTH, CONCORD, NC, 28025, United States
Phone
980-494-6455
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.46B
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $9.3M |
| High net worth individuals | 78 | $769.7M |
| Charitable organizations | 8 | $713.1M |
| Corporations/business entities | 1 | $1.1M |
States served
DE, GA, NY, NC, SC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD