MCMILLION CAPITAL MANAGEMENT INC
Adviser information for MCMILLION CAPITAL MANAGEMENT INC last updated from Form ADV on May 11th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | MARCH |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 | 140 | $126.7M |
Non-Discretionary | 0 | $0 |
Total | 140 | $126.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 104 | $33.5M |
HNW Individuals | 25 | $76.6M |
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 | 4 | $6.5M |
Charitable organizations | 5 | $5.8M |
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 | 2 | $4.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 2.3M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
---|---|
TRUIST WEALTH AMC ADVANTAGE | TRUIST ADVISORY SERVICES, INC. |
Principal Office
701 GREEN VALLEY ROADSUITE 104
GREENSBORO
NC
United States
Monday - Friday, 9:00AM-4:00PM ET
Tel: 336-274-2491, Fax: 336-273-5736
Chief Compliance Officer
DONALD C. MCMILLION
PRESIDENT AND CEO
701 GREEN VALLEY RD
SUITE 104
GREENSBORO
NC
United States
Tel:
3362742491
Fax:
3362735736
D**@*******************M
(Full email address available in API data)
Regulatory Contact
SHEILA BLAKE
EVP
701 GREEN VALLEY ROAD
SUITE 104
GREENSBORO
NC
United States
Tel:
3362742491
Fax:
336-273-5736
S*****@*******************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 |
---|---|---|---|---|---|
MCMILLION ASSOCIATES, INC. | Domestic Entity | – | HOLDING CO. | 04/1981 | > 75% |
MCMILLION, DONALD, CLARK | Individual | MCMILLION ASSOCIATES, INC. | PRESIDENT/CHIEF COMPLIANCE OFFICER | 04/1981 | > 75% |
MCMILLION, DONALD, CLARK | Individual | – | CHIEF COMPLIANCE OFFICER | 04/1981 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2023 for period ending June 30th, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON COM INC COM | Stock | 21K | 160 | 0 |
UNIFI INC COM NEW | Stock | 105K | 13K | 0 |
INVESCO QQQ TRUST SERIES I | ETF | 4M | 12K | 0 |
TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 2K | 13 | 0 |
VULCAN MATLS CO COM | Stock | 1M | 6K | 0 |
JOHNSON & JOHNSON COM | Stock | 103K | 620 | 0 |
AKAMAI TECHNOLOGIES INC COM | Stock | 34K | 381 | 0 |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 61K | 275 | 0 |
BLACKROCK MUNIASSETS FD INC COM | CEF | 2K | 200 | 0 |
COSTCO WHSL CORP NEW COM | Stock | 4M | 7K | 0 |
PROCTER AND GAMBLE CO COM | Stock | 88K | 580 | 0 |
COCA COLA CO COM | Stock | 789K | 13K | 0 |
GENERAL MLS INC COM | Stock | 152K | 2K | 0 |
ENTERPRISE PRODS PARTNERS L P COM | Stock | 26K | 1K | 0 |
OCCIDENTAL PETE CORP COM | Stock | 3K | 44 | 0 |
TRUIST FINL CORP COM | Stock | 1M | 35K | 0 |
VENTAS INC COM | REIT | 4K | 90 | 0 |
INTEL CORP COM | Stock | 586K | 18K | 0 |
STATE STR CORP COM | Stock | 22K | 296 | 0 |
FORTIVE CORP COM | Stock | 10K | 132 | 0 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 10K | 30 | 0 |
EQUITY RESIDENTIAL SH BEN INT | REIT | 61K | 930 | 0 |
HORIZON BANCORP INC COM | Stock | 3K | 300 | 0 |
MERCK & CO INC COM | Stock | 2M | 18K | 0 |
SPDR S&P 500 ETF TRUST | ETF | 1M | 3K | 0 |
VALVOLINE INC COM | Stock | 24K | 644 | 0 |
ILLINOIS TOOL WKS INC COM | Stock | 810K | 3K | 0 |
ALLSTATE CORP COM | Stock | 38K | 345 | 0 |
ISHARES MSCI JAPAN ETF | ETF | 825K | 13K | 0 |
ASHLAND INC COM | Stock | 20K | 235 | 0 |
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | 709K | 25K | 0 |
VERIZON COMMUNICATIONS INC COM | Stock | 1M | 31K | 0 |
CHUBB LIMITED COM | Stock | 35K | 184 | 0 |
FEDEX CORP COM | Stock | 1M | 5K | 0 |
PEPSICO INC COM | Stock | 74K | 400 | 0 |
MARATHON OIL CORP COM | Stock | 9K | 400 | 0 |
KIMBERLY-CLARK CORP COM | Stock | 110K | 800 | 0 |
HONEYWELL INTL INC COM | Stock | 12K | 57 | 0 |
BP PLC SPONSORED ADR | ADR | 393K | 11K | 0 |
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 5K | 70 | 0 |
HOME DEPOT INC COM | Stock | 380K | 1K | 0 |
DUPONT DE NEMOURS INC COM | Stock | 747K | 10K | 0 |
BHP GROUP LTD SPONSORED ADS | ADR | 24K | 400 | 0 |
SOUTHERN CO COM | Stock | 937K | 13K | 0 |
BECTON DICKINSON & CO COM | Stock | 42K | 159 | 0 |
KEYCORP COM | Stock | 561K | 61K | 0 |
REGIONS FINANCIAL CORP NEW COM | Stock | 47K | 3K | 0 |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 32K | 118 | 0 |
LABORATORY CORP AMER HLDGS COM NEW | Stock | 16K | 66 | 0 |
ISHARES U.S. REAL ESTATE ETF | ETF | 22K | 250 | 0 |
SOUTHERN COPPER CORP COM | Stock | 772K | 11K | 0 |
ALPHABET INC CAP STK CL A | Stock | 2K | 20 | 0 |
NEWMONT CORP COM | Stock | 402K | 9K | 0 |
CSX CORP COM | Stock | 69K | 2K | 0 |
MICROSOFT CORP COM | Stock | 8M | 25K | 0 |
LENNAR CORP CL A | Stock | 3M | 20K | 0 |
CHAMPIONX CORPORATION COM | Stock | 4K | 115 | 0 |
HEALTHPEAK PROPERTIES INC COM | REIT | 4K | 190 | 0 |
DTE ENERGY CO COM | Stock | 29K | 267 | 0 |
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 2M | 35K | 0 |
MASCO CORP COM | Stock | 705K | 12K | 0 |
AMERIPRISE FINL INC COM | Stock | 82K | 246 | 0 |
ARES CAPITAL CORP COM | CEF | 2K | 96 | 0 |
VANGUARD SMALL-CAP ETF | ETF | 13K | 63 | 0 |
VANGUARD LARGE-CAP ETF | ETF | 26K | 130 | 0 |
NEXTERA ENERGY INC COM | Stock | 675K | 9K | 0 |
NIKE INC CL B | Stock | 2M | 22K | 0 |
FINANCIAL SELECT SECTOR SPDR FUND | ETF | 47K | 1K | 0 |
DELL TECHNOLOGIES INC CL C | Stock | 18K | 341 | 0 |
UDR INC COM | REIT | 63K | 1K | 0 |
VANGUARD FTSE EUROPE ETF | ETF | 1M | 17K | 0 |
WALGREENS BOOTS ALLIANCE INC COM | Stock | 52K | 2K | 0 |
THOR INDS INC COM | Stock | 40K | 387 | 0 |
DOW INC COM | Stock | 96K | 2K | 0 |
HANESBRANDS INC COM | Stock | 2K | 400 | 0 |
SABRA HEALTH CARE REIT INC COM | REIT | 3K | 250 | 0 |
WESTERN UN CO COM | Stock | 70K | 6K | 0 |
CORTEVA INC COM | Stock | 6K | 106 | 0 |
ITT INC COM | Stock | 30K | 317 | 0 |
JPMORGAN MUNICIPAL ETF | ETF | 740K | 15K | 0 |
ISHARES MSCI EAFE GROWTH ETF | ETF | 26K | 270 | 0 |
PPL CORP COM | Stock | 5K | 200 | 0 |
ISHARES RUSSELL 2000 ETF | ETF | 19K | 100 | 0 |
DUKE ENERGY CORP NEW COM NEW | Stock | 189K | 2K | 0 |
SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 13K | 106 | 0 |
CARRIER GLOBAL CORPORATION COM | Stock | 2M | 33K | 0 |
SYSCO CORP COM | Stock | 6K | 75 | 0 |
WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 3K | 144 | 0 |
DIREXION WORK FROM HOME ETF | ETF | 303K | 6K | 0 |
OCCIDENTAL PETE CORP WT EXP 080327 | Stock | 187 | 5 | 0 |
MARATHON PETE CORP COM | Stock | 10K | 90 | 0 |
VANGUARD FTSE PACIFIC ETF | ETF | 2M | 23K | 0 |
VANGUARD SMALL CAP VALUE ETF | ETF | 2K | 15 | 0 |
VONTIER CORPORATION COM | Stock | 2K | 52 | 0 |
F N B CORP COM | Stock | 11K | 976 | 0 |
VANGUARD MID-CAP GROWTH ETF | ETF | 8K | 38 | 0 |
XYLEM INC COM | Stock | 71K | 634 | 0 |
DT MIDSTREAM INC COMMON STOCK | Stock | 7K | 133 | 0 |
SYLVAMO CORP COMMON STOCK | Stock | 40 | 1 | 0 |
KYNDRYL HLDGS INC COMMON STOCK | Stock | 598 | 45 | 0 |
VANGUARD SMALL-CAP GROWTH ETF | ETF | 5M | 22K | 0 |
VANGUARD GROWTH ETF | ETF | 50K | 178 | 0 |
SONO GROUP N V COM | Stock | 7 | 25 | 0 |
ISHARES MICRO-CAP ETF | ETF | 11K | 102 | 0 |
CHENIERE ENERGY INC COM NEW | Stock | 2M | 12K | 0 |
IRON MTN INC DEL COM | REIT | 1M | 22K | 0 |
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | ETF | 1M | 64K | 0 |
META PLATFORMS INC CL A | Stock | 9K | 32 | 0 |
EMBECTA CORP COMMON STOCK | Stock | 648 | 30 | 0 |
WP CAREY INC COM | REIT | 44K | 653 | 0 |
METLIFE INC COM | Stock | 313K | 6K | 0 |
PIONEER NAT RES CO COM | Stock | 21K | 102 | 0 |
KROGER CO COM | Stock | 43K | 910 | 0 |
ENBRIDGE INC COM | Stock | 10K | 278 | 0 |
GENUINE PARTS CO COM | Stock | 148K | 875 | 0 |
ABBVIE INC COM | Stock | 7K | 55 | 0 |
AECOM COM | Stock | 1M | 16K | 0 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 20K | 365 | 0 |
NORTHWEST NAT HLDG CO COM | Stock | 40K | 925 | 0 |
PARK NATL CORP COM | Stock | 8K | 75 | 0 |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 17K | 70 | 0 |
STRYKER CORPORATION COM | Stock | 449K | 1K | 0 |
QUALCOMM INC COM | Stock | 14K | 120 | 0 |
MCDONALDS CORP COM | Stock | 1M | 3K | 0 |
QUEST DIAGNOSTICS INC COM | Stock | 281K | 2K | 0 |
DOVER CORP COM | Stock | 34K | 230 | 0 |
CISCO SYS INC COM | Stock | 1M | 25K | 0 |
AT&T INC COM | Stock | 166K | 10K | 0 |
ENERGY SELECT SECTOR SPDR FUND | ETF | 77K | 944 | 0 |
ISHARES BIOTECHNOLOGY ETF | ETF | 1M | 10K | 0 |
ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 35K | 260 | 0 |
SPDR S&P REGIONAL BANKING ETF | ETF | 3K | 80 | 0 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 20K | 140 | 0 |
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 16K | 97 | 0 |
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 5M | 13K | 0 |
INVESCO GLOBAL WATER ETF | ETF | 962K | 27K | 0 |
ISHARES S&P 500 VALUE ETF | ETF | 51K | 315 | 0 |
VMWARE INC CL A COM | Stock | 30K | 209 | 0 |
UNION PAC CORP COM | Stock | 313K | 2K | 0 |
CINTAS CORP COM | Stock | 596K | 1K | 0 |
LOCKHEED MARTIN CORP COM | Stock | 272K | 590 | 0 |
JPMORGAN CHASE & CO COM | Stock | 2M | 11K | 0 |
INTERNATIONAL PAPER CO COM | Stock | 61K | 2K | 0 |
CHEVRON CORP NEW COM | Stock | 3M | 18K | 0 |
CONOCOPHILLIPS COM | Stock | 571K | 6K | 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 24K | 530 | 0 |
DANAHER CORPORATION COM | Stock | 899K | 4K | 0 |
SPDR S&P RETAIL ETF | ETF | 383K | 6K | 0 |
TJX COS INC NEW COM | Stock | 2M | 29K | 0 |
BANK AMERICA CORP COM | Stock | 5K | 190 | 0 |
INVESCO S&P 500 PURE GROWTH ETF | ETF | 2K | 10 | 0 |
WALMART INC COM | Stock | 1M | 9K | 0 |
INTERNATIONAL BUSINESS MACHS COM | Stock | 2M | 12K | 0 |
ORACLE CORP COM | Stock | 2M | 21K | 0 |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 1M | 35K | 0 |
TARGET CORP COM | Stock | 2M | 17K | 0 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 93K | 874 | 0 |
PFIZER INC COM | Stock | 2M | 42K | 0 |
MORGAN STANLEY COM NEW | Stock | 644K | 8K | 0 |
3M CO COM | Stock | 30K | 300 | 0 |
GILEAD SCIENCES INC COM | Stock | 2K | 25 | 0 |
CATERPILLAR INC COM | Stock | 2M | 9K | 0 |
ALPHABET INC CAP STK CL C | Stock | 5K | 40 | 0 |
AMERICAN EXPRESS CO COM | Stock | 1M | 8K | 0 |
AMGEN INC COM | Stock | 3K | 14 | 0 |
APPLIED MATLS INC COM | Stock | 29K | 198 | 0 |
TCW STRATEGIC INCOME FD INC COM | CEF | 2K | 334 | 0 |
ANALOG DEVICES INC COM | Stock | 75K | 387 | 0 |
NUVEEN AMT FREE QLTY MUN INCME COM | CEF | 10K | 902 | 0 |
WILLIAMS COS INC COM | Stock | 16K | 500 | 0 |
ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 9K | 150 | 0 |
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | ETF | 17K | 190 | 0 |
ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 2K | 28 | 0 |
WOLFSPEED INC COM | Stock | 2K | 30 | 0 |
VANGUARD SHORT-TERM BOND ETF | ETF | 237K | 3K | 0 |
PRINCIPAL REAL ESTATE INCOME F SHS BEN INT | CEF | 3K | 360 | 0 |
NUCOR CORP COM | Stock | 2M | 12K | 0 |
BRISTOL-MYERS SQUIBB CO COM | Stock | 2M | 27K | 0 |
ISHARES RUSSELL 3000 ETF | ETF | 35K | 137 | 0 |
SPDR DOW JONES REIT ETF | ETF | 2K | 21 | 0 |
ALTRIA GROUP INC COM | Stock | 72K | 2K | 0 |
DOMINION ENERGY INC COM | Stock | 205K | 4K | 0 |
CITIGROUP INC COM NEW | Stock | 921 | 20 | 0 |
EXXON MOBIL CORP COM | Stock | 1M | 10K | 0 |
UNITEDHEALTH GROUP INC COM | Stock | 4K | 8 | 0 |
LINCOLN NATL CORP IND COM | Stock | 75K | 3K | 0 |
UNITY SOFTWARE INC COM | Stock | 130 | 3 | 0 |
COLGATE PALMOLIVE CO COM | Stock | 64K | 830 | 0 |
CHEMOURS CO COM | Stock | 2K | 50 | 0 |
BANK NOVA SCOTIA HALIFAX COM | Stock | 42K | 840 | 0 |
SCHWAB CHARLES CORP COM | Stock | 9K | 165 | 0 |
VANGUARD TAX-EXEMPT BOND ETF | ETF | 739K | 15K | 0 |
ISHARES MSCI EAFE ETF | ETF | 18K | 250 | 0 |
APPLE INC COM | Stock | 9M | 48K | 0 |
DISNEY WALT CO COM | Stock | 3K | 35 | 0 |
INVESCO PREFERRED ETF | ETF | 190K | 17K | 0 |