Mcmill Cpa and Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Norfolk, NE. Its latest Form ADV filing, dated March 27, 2026, reports $862M in regulatory assets under management, 50 employees, 1 office, and 5,656 accounts.
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
4,192
2
HNWI
24.4%
1,382
3
Pension Plans
0.5%
30
4
Corporations
0.5%
30
5
Charitable
0.4%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$862Mas of March 27, 2026
Discretionary100.0%
$862M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$862M
Total Accounts5,656
10Y AUM Change+$565M (+190.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee113:1
10Y Employee Change+5 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.