Mcmillan Analysis Corporation
- Regulatory AUM
- $33.1M
- Discretionary
- $33.1M
- Clients
- 49
- Avg AUM / client
- $675K
- Accounts
- 60
- Employees
- 9
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $5.6M | 16.9% |
| High net worth individuals | 29 | $17.7M | 53.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $464K | 1.4% |
| Other investment advisers | Fewer than 5 clients | $3.9M | 11.9% |
| Corporations and other businesses | Fewer than 5 clients | $5.4M | 16.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Glenn Mcmillan | Registered representative | Feb 2005 (21y) | ||
| Ryan Scott Brennan | Registered representative | Dec 2006 (20y) | ||
| Gregory Ronald Da Silva | Registered representative | Sep 2017 (9y) | ||
| Marc Joseph Maricondo | Registered representative | Oct 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Performance-based fees
- • Other fees
- • SEMINAR FEES; PUBLICATION FEES, EXPERT WITNESS FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Interactive Brokers $20.6M (62% of AUM) Mar 2026
- Fidelity Brokerage Services $9.5M (29% of AUM) Mar 2026
- Charles Schwab & Co. $3.9M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗