RIA Intel›Advisers›North Carolina›ANDY MILLARD ADVISORY, LLC

ANDY MILLARD ADVISORY, LLC

Advisory

NC

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account
$292K
across 68 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

INTEGRATED INVESTMENTS, INC.
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$20M
ADTIGO INVESTMENT ADVISORS, LLC
$20M
CARRINGTON FINANCIAL PLANNING, LLC
$20M
FRYAR FINANCIAL, LLC
DURHAM, NC
$19M
JPFG WEALTH MANAGEMENT, L.L.C.
CHARLOTTE, NC
$19M
MICHELANGELO PARTNERS, LLC
$19M

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