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Mcmillion Capital Management Inc
SEC-regulated
Registered investment advisor
McMillion Capital Management, Inc. is a SEC-registered investment adviser established in 1981, based in North Carolina. The firm operates as a fiduciary for all clients, offering investment supervisory services and individual portfolio management on a fully discretionary basis. Clients' investments include various securities such as exchange-listed securities, foreign issuers, mutual fund shares, and more. The firm follows a Growth at a Reasonable Price (G.A.R.P.) investment style and does not engage in performance-based fees or side-by-side management. The minimum account size required is $500,000, negotiable under certain circumstances. Fees for investment supervisory services are charged as a percentage of assets under management, with a tiered fee structure. McMillion Capital Management does not engage solicitors or accept compensation for client referrals. The firm maintains custody of client accounts through qualified custodians and has established best execution practices for brokerage. Clients' accounts are reviewed quarterly, and the firm votes proxies for client securities unless instructed otherwise. McMillion Capital Management has no reportable disciplinary events and no financial circumstances that may impair its ability to meet obligations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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