Mcmillan Capital Management, LLC

Mcmillan Capital Management, LLC (CRD# 143179) is a financial advisory firm headquartered in Dallas, TX. They manage $68,509,717 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8214 Westchester Dr., Ste 950, Dallas, TX 75225
http://www.mcmillancap.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $622,816
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Mcmillan Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carter McMillan, financial advisor Dallas TX
Carter J. McMillan
CRD#: 2249832
8214 Westchester Dr., Ste 950, Dallas, TX 75225

Carter McMillan (CRD# 2249832) is an Investment Advisor Representative working at Mcmillan Capital Management, LLC in Dallas, TX and has over 31 years of experience in the finance industry.

2
Elizabeth McMillan, financial advisor Dallas TX
Elizabeth M. McMillan
CRD#: 4461246
8214 Westchester Dr., Ste 950, Dallas, TX 75225

Elizabeth McMillan (CRD# 4461246) is an Investment Advisor Representative working at Mcmillan Capital Management, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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