Sign in Sign up for free

Mcmillan Capital Management, LLC (Dallas)


Mcmillan Capital Management, LLC is a mid-sized advisory firm based in Dallas. It manages $39.35 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

Mcmillan Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmillan Capital Management: assets under management

The assets under management (AUM) of Mcmillan Capital Management, LLC is $39.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $524.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcmillan Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Dallas

The principal office where Mcmillan Capital Management, LLC performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-658-1460 or by fax 214-658-0153. The normal business hours are by appointment on Monday - Friday.


Registered investment advisers similar to Mcmillan Capital Management, LLC