|
⚲
|
| Mill Capital Management LLC
✚
| |
|---|---|
| CRD # | 312798 |
| SEC # | 801-120478 |
| CIK # | 0001901166 |
| AUM | $1.2 BB (2024-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 980-494-6455 |
| Address | 845 Church Street North Concord, NC 28025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 120.1 | |
| MSFT | 1,918,222.4 | 97.3 | |
| GOOG | 1,482,566.4 | 72.0 | |
| V | 419,260.5 | 54.1 | |
| TMO | 209,733.6 | 43.3 | |
| JPM | 340,169.2 | 43.1 | |
| XOM | 385,508.3 | 42.4 | |
| AMZN | 1,092,997.8 | 38.2 | |
| TDG | 29,082.9 | 34.0 | |
| AXP | 107,077.6 | 29.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.5 |
| (b) Individuals (high net worth individuals) | 73 | 632.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 593.8 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 1,230.2 |
| By Discretionary | ||
| Discretionary | 258 | 1,196.0 |
| Non-Discretionary | 3 | 34.2 |
| Total | 261 | 1,230.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,230.2 | |
| Total | 261 | 1,230.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001901166] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blackhill Capital Inc
✚
|
NJ | 1.3 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.3 |
|
Telos Capital Management Inc
✚
|
CA | 1.3 |
|
Romano Brothers and Company
✚
|
IL | 1.2 |
|
LGT Wealth Management US Limited
✚
|
1.2 | |
|
Petso Financial Consultants LLC
✚
|
ID | 1.2 |
|
Abbrea Capital LLC
✚
|
CA | 1.2 |
|
D'Orazio & Associates Inc
✚
|
VA | 1.2 |
|
Anchor Investment Management LLC
✚
|
SC | 1.2 |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.2 |