Mill Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, NC. Its latest Form ADV filing, dated February 25, 2026, reports $1.5B in regulatory assets under management, 5 employees, and 306 accounts.
Assets Under Management
$1.5B
Employees
5
Offices
--
Total Clients
106
Primary office
CONCORD, NC
845 CHURCH STREET NORTH, CONCORD, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.6% of total clients.
Top client categories% of clientsClients
1
HNWI
73.6%
78
2
Individuals
17.9%
19
3
Charitable
7.5%
8
4
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of February 25, 2026
Discretionary97.5%
$1.5B
97% of total RAUM97.5%
Non-discretionary2.5%
$38M
3% of total RAUM2.5%
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$1.5B
Total Accounts306
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change+3 (+150.0%)
* 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.