ANDY MILLARD ADVISORY, LLC

ANDY MILLARD ADVISORY, LLC is an SEC-registered investment adviser (CRD 312180). Regulatory assets under management: $19.8M.

Registration

• CRD: 312180
• Type: Registered investment adviser
• Phone: 828-817-2999
• Latest filing: 2026-02-27
• Regulatory AUM: $19.8M
• Discretionary AUM: $19.8M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search