Firm profile

MILLINGTON FINANCIAL ADVISORS, LLC

NAPERVILLE, ILCRD 156315Latest ADV March 31, 2026

Millington Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated March 31, 2026, reports $291M in regulatory assets under management, 11 employees, and 554 accounts.

Assets Under Management
$291M
Employees
11
Offices
--
Total Clients
187
Primary office
NAPERVILLE, IL
55 SHUMAN BLVD, SUITE 1050, NAPERVILLE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOCharles G. Millington
CCOCharles F. Millington

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
145
2
HNWI
22.5%
42

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$291Mas of March 31, 2026
Discretionary95.8%
$279M
96% of total RAUM95.8%
Non-discretionary4.2%
$12M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$291M
Total Accounts554
10Y AUM Change+$148M (+103.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee17:1
10Y Employee Change+7 (+175.0%)

* 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.