MILL CAPITAL MANAGEMENT, LLC

MILL CAPITAL MANAGEMENT, LLC of CONCORD, NC is an SEC-registered investment adviser (CRD 312798). Regulatory assets under management: $1.5B.

Registration

• CRD: 312798
• SEC file number: 801-120478
• Type: Registered investment adviser
• Location: 845 CHURCH STREET NORTH, CONCORD, NC, 28025
• Phone: 980-494-6455
• Latest filing: 2026-02-25
• Regulatory AUM: $1.5B
• Discretionary AUM: $1.5B
• Non-discretionary AUM: $38.0M
• Clients: 5
• Accounts: 306

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312798 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search