Mcmillan Capital Management, LLC

Mcmillan Capital Management, LLC (CRD# 143179) is a financial advisory firm headquartered in Dallas, TX. They manage $35,397,211 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $426,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. McMillan
CRD#: 2249832
3838 Oak Lawn Ave, Suite 812, Dallas, TX 75219
96
Wealthminder
score

Carter McMillan (CRD# 2249832) is an Investment Advisor Representative working at Mcmillan Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

2
Elizabeth M. McMillan
CRD#: 4461246
3838 Oak Lawn Ave, Suite 812, Dallas, TX 75219
93
Wealthminder
score

Elizabeth McMillan (CRD# 4461246) is an Investment Advisor Representative working at Mcmillan Capital Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

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