# MILL CREEK CAPITAL ADVISORS, LLC

MILL CREEK CAPITAL ADVISORS, LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 141470
- Type: SEC-registered investment adviser
- SEC file number: 801-67173
- Location: 161 WASHINGTON STREET, SUITE 1500, CONSHOHOCKEN, PA, 19428
- Phone: 610-941-7700
- Latest filing: 2026-03-31
- Regulatory AUM: $10.5B
- Discretionary AUM: $10.4B
- Non-discretionary AUM: $28.0M
- Clients: 42
- Accounts: 2,507

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| richard walter stevens | EXECUTIVE CHAIRMAN | conshohocken, PA |
| Joshua Stirling Gross | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Richard Marsh Lunsford | PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| Michael H Jordan | PARTNER | — |
| David James Logan | PARTNER | — |
| Barbara Jordan | MEMBER | — |
| Stephen James Waltrich | CHIEF OPERATING OFFICER | — |
| John Joseph Canning | CHIEF COMPLIANCE OFFICER | — |
| Michael Wynton Crook | CHIEF INVESTMENT OFFICER | — |
| Nora Lindsey Wentzler | PARTNER | — |
| Patrick Joseph Burke | PARTNER | — |
| Kevin Joseph Keating | PARTNER | — |
| Katie Jean Poole | PARTNER | — |
| LUNSFORD RICHARD MARSH | CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| MCNALLY BRIAN FRANCIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | — |
| STEVENS RICHARD WALTER | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; EXECUTIVE CHAIRMAN (+1 more) | — |
| PLACE DAVID J | CHIEF COMPLIANCE OFFICER | — |
| GROSS JOSHUA STIRLING | CHIEF EXECUTIVE OFFICER; MEMBER; PRESIDENT | — |
| CHAPIN THOMAS MITCHELL | CHIEF INVESTMENT OFFICER | — |
| JORDAN MICHAEL H | PRICIPAL & INVESTMENT OFFICER; PRINCIPAL & INVESTMENT OFFICER | — |
| LOGAN DAVID JAMES | PRICIPAL & INVESTMENT OFFICER; PRINCIPAL & INVESTMENT OFFICER | — |
| AGARWAL ANUJ J MI ONLY | TRUSTEE | — |
| KATZ DREW | TRUSTEE | — |
| SILVER MELISSA | TRUSTEE | — |
| JORDAN BARBARA | MEMBER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141470/similar
- Related entities: https://search.stillhousedata.com/firm/141470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141470

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.