Based in Concord, North Carolina, MILL CAPITAL MANAGEMENT, LLC is a highly regarded investment advisory firm that caters to a select client base. With over 10 individual clients and an impressive $1,046,748,000 in assets under management, MILL CAPITAL MANAGEMENT, LLC offers comprehensive financial guidance and management services. The firm operates from a single office, ensuring personalized attention for their clients.
Distinguished by their discretionary asset management approach, MILL CAPITAL MANAGEMENT, LLC assumes responsibility for 97% of the assets under their care. This approach allows them to make informed investment decisions on behalf of their clients, aligned with their financial goals. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and transparent relationship with their clients.
MILL CAPITAL MANAGEMENT, LLC boasts a team of six professionals, with four specializing in investment advisory services. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, the firm surpasses the industry average. The tenure of several advisors at MILL CAPITAL MANAGEMENT, LLC, including Jonathan Rhoney, Paul Clark, and Brian Seay, reflects their deep expertise and commitment to client success.
With a client-centric approach and a comprehensive understanding of financial markets, MILL CAPITAL MANAGEMENT, LLC strives to provide tailored investment strategies and superior service to help clients achieve their financial objectives. Whether it's wealth management, retirement planning, or estate planning, the firm's experienced advisors work closely with their clients to navigate the complexities of the financial landscape and secure their long-term financial well-being.