Overview
Assets Under Management: $212 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 47
Average Client Assets: $2.8 million
Frequently Asked Questions
MCMILLION CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110854), MCMILLION CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
MCMILLION CAPITAL MANAGEMENT INC is headquartered in GREENSBORO, NC.
MCMILLION CAPITAL MANAGEMENT INC serves 47 high-net-worth clients according to their SEC filing dated June 25, 2018. View client details ↓
According to their SEC Form ADV, MCMILLION CAPITAL MANAGEMENT INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MCMILLION CAPITAL MANAGEMENT INC manages $212 million in client assets according to their SEC filing dated June 25, 2018.
According to their SEC Form ADV, MCMILLION CAPITAL MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.28%
Average Client Assets: $2.8 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 110854
Filing ID: 1222740
Last Filing Date: 2018-06-25 15:57:00