RIA Intel›Advisers›New Jersey›MCMILLAN ANALYSIS CORPORATION

MCMILLAN ANALYSIS CORPORATION

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$551K

across 60 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$33M

Discretionary %

100%

Clients

49

Employees

9

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$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees9

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, FL, NC, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

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

KAIROS CAPITAL ADVISORS, LLC

$33M

BAUER CAPITAL MANAGEMENT, LLC

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$33M

-1.7% 1Y

JERSEY SHORE FINANCIAL ADVISORS LLC

TINTON FALLS, NJ

$33M

CHAPIN ASSOCIATES, LLC

CHESTER, NJ

$33M

-22.9% 1Y

MEGSTAR FINANCIAL MANAGEMENT INC.

$32M

NEW CENTURY CAPITAL MANAGEMENT, LLC

FREEHOLD, NJ

$34M

0.0% 1Y

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