Willard Mills Advisory, LLC (Brentwood)

Willard Mills Advisory, LLC is an investment adviser to an investment company based in Brentwood. It manages $5.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of South Carolina and Tennessee.

Willard Mills Advisory provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willard Mills Advisory: assets under management

The assets under management (AUM) of Willard Mills Advisory, LLC is $5.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11754% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Willard Mills Advisory, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Willard Mills Advisory serves?

The only and largest group of clients of Willard Mills Advisory is investment companies with 1 clients and $5.93 million of assets under management. Among the 3 most similar advisory firms, Willard Mills Advisory has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $5.93 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Willard Mills Advisory doesn't advise any private funds.

Careers at Willard Mills Advisory, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Thomas Mills	Member	1 Jul 2015	50% - 75%	2359495
Hope Renea Willard	Managing member and cco	1 Jul 2015	50% - 75%	2685299
Hope Willard Lundt	Managing member	1 Jul 2015	50% - 75%	2685299
Kara Mcmullen Schneider	Chief compliance officer	1 Mar 2017	Other	3275121
Bryan Charles Haft	Chief compliance officer	1 Aug 2017	Other	2313491

Based in Brentwood

The principal office where Willard Mills Advisory, LLC performs its advisory services is located at 5120 Virginia Way Suite C 22, Brentwood, TN 37027 The mailing address of the firm is P.O. Box 2549, Brentwood, TN 37024. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-947-2818 or by fax 513-651-3836. The normal business hours are 8:00 - 5:00 on Monday - Friday.