MILL CAPITAL MANAGEMENT, LLC
Adviser information for MILL CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 258 | $1.2B |
| Non-Discretionary | 3 | $34.2M |
| Total | 261 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $3.5M |
| HNW Individuals | 73 | $632.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 7 | $593.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $466,251 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
845 CHURCH STREET NORTHCONCORD
NC
United States
Monday - Friday, 9:00 - 5:00
Tel: 980-494-6455, Fax: None
Chief Compliance Officer
PAUL CLARK
CHIEF COMPLIANCE OFFICER
845 CHURCH STREET NORTH
CONCORD
NC
United States
Tel:
980-494-6455
P*****@******************M
(Full email address available in API data)
Regulatory Contact
BRIAN SEAY
PRINCIPAL
845 CHURCH STREET NORTH
CONCORD
NC
United States
Tel:
980-494-6455
B****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEAY, BRIAN, JAMES | Individual | – | PRINCIPAL | 02/2021 | 25-50% |
| Clark, Paul, Norman | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | 25-50% |
| RHONEY, JONATHAN, WILLIAM | Individual | – | PRINCIPAL | 05/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 1M | 13K | – |
| ABBVIE INC | COM | 752K | 4K | – |
| ALPHABET INC | CAP STK CL C | 72M | 393K | – |
| ALPHABET INC | CAP STK CL A | 15M | 81K | – |
| ALTRIA GROUP INC | COM | 1M | 23K | – |
| AMAZON COM INC | COM | 38M | 198K | – |
| AMERICAN EXPRESS CO | COM | 30M | 128K | – |
| AMERICAN TOWER CORP NEW | COM | 23M | 119K | – |
| APPLE INC | COM | 120M | 570K | – |
| APPLIED MATLS INC | COM | 307K | 1K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 239K | 1K | – |
| BANK AMERICA CORP | COM | 1M | 37K | – |
| BECTON DICKINSON & CO | COM | 2M | 7K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 88M | 144 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 30M | 75K | – |
| BOOKING HOLDINGS INC | COM | 22M | 6K | – |
| BP PLC | SPONSORED ADR | 596K | 17K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 2M | 50K | – |
| BROADCOM INC | COM | 281K | 175 | – |
| CATERPILLAR INC | COM | 3M | 10K | – |
| CHEVRON CORP NEW | COM | 4M | 28K | – |
| CHUBB LIMITED | COM | 819K | 3K | – |
| CME GROUP INC | COM | 885K | 5K | – |
| COCA COLA CO | COM | 3M | 44K | – |
| COMCAST CORP NEW | CL A | 25M | 647K | – |
| CONOCOPHILLIPS | COM | 2M | 19K | – |
| COPART INC | COM | 24M | 435K | – |
| CORPAY INC | COM SHS | 13M | 51K | – |
| CUMMINS INC | COM | 461K | 2K | – |
| DIAGEO PLC | SPON ADR NEW | 14M | 111K | – |
| DISNEY WALT CO | COM | 19M | 193K | – |
| DOW INC | COM | 355K | 7K | – |
| DUKE ENERGY CORP NEW | COM NEW | 3M | 27K | – |
| DUPONT DE NEMOURS INC | COM | 439K | 5K | – |
| EATON CORP PLC | SHS | 4M | 12K | – |
| ELEVANCE HEALTH INC | COM | 6M | 10K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| EMERSON ELEC CO | COM | 2M | 14K | – |
| ENBRIDGE INC | COM | 349K | 10K | – |
| EQUITY RESIDENTIAL | SH BEN INT | 433K | 6K | – |
| EXXON MOBIL CORP | COM | 42M | 369K | – |
| FEDEX CORP | COM | 210K | 700 | – |
| FIFTH THIRD BANCORP | COM | 600K | 16K | – |
| FIRST CTZNS BANCSHARES INC N | CL A | 884K | 525 | – |
| FISERV INC | COM | 20M | 136K | – |
| GARMIN LTD | SHS | 489K | 3K | – |
| GE AEROSPACE | COM NEW | 3M | 19K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 554K | 7K | – |
| GE VERNOVA INC | COM | 765K | 4K | – |
| GOLDMAN SACHS GROUP INC | COM | 1M | 3K | – |
| HOME DEPOT INC | COM | 3M | 7K | – |
| HONEYWELL INTL INC | COM | 809K | 4K | – |
| ILLINOIS TOOL WKS INC | COM | 203K | 857 | – |
| INGERSOLL RAND INC | COM | 1M | 15K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 19M | 138K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 772K | 4K | – |
| ISHARES GOLD TR | ISHARES NEW | 714K | 16K | – |
| ISHARES TR | CORE S&P500 ETF | 137K | 250 | – |
| ISHARES TR | RUS MD CP GR ETF | 200K | 2K | – |
| ISHARES TR | RUS MID CAP ETF | 707K | 9K | – |
| ISHARES TR | S&P MC 400GR ETF | 106K | 1K | – |
| ISHARES TR | RUS 1000 GRW ETF | 73K | 200 | – |
| ISHARES TR | RUSSELL 2000 ETF | 73K | 362 | – |
| ISHARES TR | CORE S&P SCP ETF | 64K | 600 | – |
| ISHARES TR | SP SMCP600VL ETF | 136K | 1K | – |
| ISHARES TR | MSCI USA ESG SLC | 214K | 2K | – |
| JOHNSON & JOHNSON | COM | 17M | 117K | – |
| JPMORGAN CHASE & CO. | COM | 43M | 213K | – |
| KIMBERLY-CLARK CORP | COM | 1M | 7K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 14M | 61K | – |
| LABCORP HOLDINGS INC | COM SHS | 13M | 63K | – |
| LAM RESEARCH CORP | COM | 4M | 4K | – |
| LAUDER ESTEE COS INC | CL A | 8M | 77K | – |
| LINCOLN NATL CORP IND | COM | 319K | 10K | – |
| LINDE PLC | SHS | 17M | 39K | – |
| LOEWS CORP | COM | 987K | 13K | – |
| LOWES COS INC | COM | 1M | 5K | – |
| MARTIN MARIETTA MATLS INC | COM | 3M | 6K | – |
| MCDONALDS CORP | COM | 1M | 5K | – |
| MERCK & CO INC | COM | 11M | 88K | – |
| MICRON TECHNOLOGY INC | COM | 21M | 160K | – |
| MICROSOFT CORP | COM | 97M | 218K | – |
| MONDELEZ INTL INC | CL A | 4M | 64K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 1M | 3K | – |
| NEXTERA ENERGY INC | COM | 2M | 24K | – |
| NIKE INC | CL B | 1M | 18K | – |
| NORFOLK SOUTHN CORP | COM | 3M | 13K | – |
| NOVARTIS AG | SPONSORED ADR | 781K | 7K | – |
| OLD POINT FINL CORP | COM | 175K | 12K | – |
| OLD REP INTL CORP | COM | 309K | 10K | – |
| ORACLE CORP | COM | 2M | 16K | – |
| PEPSICO INC | COM | 1M | 6K | – |
| PFIZER INC | COM | 5M | 195K | – |
| PHILIP MORRIS INTL INC | COM | 8M | 75K | – |
| PHILLIPS 66 | COM | 585K | 4K | – |
| PNC FINL SVCS GROUP INC | COM | 323K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 6M | 39K | – |
| QUEST DIAGNOSTICS INC | COM | 247K | 2K | – |
| REGIONS FINANCIAL CORP NEW | COM | 238K | 12K | – |
| REPUBLIC SVCS INC | COM | 2M | 11K | – |
| SALESFORCE INC | COM | 14M | 53K | – |
| SHELL PLC | SPON ADS | 3M | 36K | – |
| STRYKER CORPORATION | COM | 2M | 5K | – |
| TEXAS INSTRS INC | COM | 2M | 11K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 43M | 78K | – |
| TJX COS INC NEW | COM | 1M | 13K | – |
| TRANE TECHNOLOGIES PLC | SHS | 6M | 18K | – |
| TRANSDIGM GROUP INC | COM | 34M | 27K | – |
| TRAVELERS COMPANIES INC | COM | 203K | 1K | – |
| UNION PAC CORP | COM | 29M | 128K | – |
| UNITED PARCEL SERVICE INC | CL B | 2M | 13K | – |
| UNITEDHEALTH GROUP INC | COM | 25M | 50K | – |
| VISA INC | COM CL A | 54M | 206K | – |
| WALMART INC | COM | 233K | 3K | – |
| WEC ENERGY GROUP INC | COM | 378K | 5K | – |
| WELLS FARGO CO NEW | COM | 5M | 87K | – |
| YUM BRANDS INC | COM | 3M | 21K | – |
| YUM CHINA HLDGS INC | COM | 333K | 11K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 734K | 7K | – |
| ZOETIS INC | CL A | 21M | 120K | – |