MILL Capital Management, LLC
SEC RegisteredInvesting for Generations
About the firm
Mill Capital Management is an independent boutique wealth management firm providing investment management, financial and estate planning, and philanthropic solutions to affluent families and charitable organizations. The firm is based in historic Concord, NC, and its core team members have worked together in North Carolina for 20+ years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and estate planning, philanthropic solutions, charitable trust management, tax and estate strategy, cash flow planning, fiduciary and trustee services, family and small business succession planning, and charitable giving.
Who they serve
Affluent families and charitable organizations, including multigenerational family clients and clients with charitable trusts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $9.3M |
| High Net Worth Individuals | 78 | $770M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILL Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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