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
Sponsor 0
Portfolio Manager 2.3M
Both for Same 0
Portfolio Manager to Program Sponsor
TRUIST WEALTH AMC ADVANTAGE TRUIST ADVISORY SERVICES, INC.

Identifiers

SEC RIA File Number 801-15919
SEC ERA File Number 801-15919
SEC CIK Numbers 1079930
SEC CRD Numbers 110854
Legal Entity Identifier None

Principal Office

701 GREEN VALLEY ROAD
SUITE 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
(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
(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

10502019202020212022202320247 on 6/21/20197 on 6/24/20206 on 6/22/20215 on 6/24/20225 on 9/16/20223 on 5/11/2023

RAUM, Historic

300M150M0201920202021202220232024218935112 on 6/21/2019193173785 on 6/24/2020227289348 on 6/22/2021185236459 on 6/24/2022185236459 on 9/16/2022126711947 on 5/11/2023

No. Clients, Historic

4002000201920202021202220232024373 on 6/21/2019370 on 6/24/2020389 on 6/22/2021208 on 6/24/2022208 on 9/16/2022140 on 5/11/2023

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