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| Happy Holidays!! thanks for using AUM13F!! |
| Early McClintic & McMillan LLC
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|---|---|
| CRD # | 288427 |
| SEC # | 801-110886 |
| CIK # | |
| AUM | $569.9 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 281-491-5260 |
| Address | 4800 Sugar Grove Blvd Stafford, TX 77477 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 578 | 216.7 |
| (b) Individuals (high net worth individuals) | 54 | 343.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 5 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,629 | 569.9 |
| By Discretionary | ||
| Discretionary | 1,110 | 346.3 |
| Non-Discretionary | 519 | 223.7 |
| Total | 1,629 | 569.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.9 | |
| Total | 1,629 | 569.9 |
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