Mills Value Adviser Inc

Mills Value Adviser, Inc. is a financial advisor firm established in 1987 by Charles A. Mills, III, who now serves as Chairman and President. The firm manages accounts through limited partnership funds and individual client accounts, offering ongoing portfolio management services tailored to individual goals and risk tolerance. The firm does not participate in wrap fee programs. The minimum investment for individual client accounts is $5,000, while investments in the limited partnership funds require a minimum of $250,000 for accredited investors. The firm charges a 2.0% annual fee for individual client accounts and has specific fee structures for each of the three limited partnership funds, including management fees and performance fees. Investment discretion is exercised for all client accounts, and the firm manages assets totaling $7,025,620.00 as of November 2023. The investment strategies involve short-term trading of equity and debt securities, utilizing leverage through various instruments. Mills Value Adviser, Inc. does not have any material changes since its last update in 2022 and has no disciplinary events. The firm acts as a fiduciary and discloses potential conflicts of interest related to compensation and brokerage practices. Clients receive regular account reviews and statements, and the firm's investment philosophy focuses on maximizing financial success for clients. For more information, clients can contact Charles A. Mills, IV, the firm's President and Chief Compliance Officer.