About Mill Capital Management, LLC
<p>Founded in 2021, Mill Capital Management, LLC is a five-person investment advisory firm headquartered in Concord in the Charlotte metro area. The firm works with affluent families and charitable organizations on long-term wealth planning and portfolio management.</p> <p>Mill Capital’s investment approach is equity-focused and built around high-quality, value-oriented companies, with an emphasis on keeping portfolios straightforward and durable over time. Clients often engage the team for generational wealth planning, financial and estate planning, and philanthropic strategies tied to family goals and values.</p> <p>For workplace retirement plans, Mill Capital provides <a href="/plan-advisors">plan advisor</a> support as a 3(21) co-fiduciary and 3(38) investment manager. As of 2026, the firm reports $1.4B in assets under management.</p> <p>One point that sets Mill Capital apart is its focus on multi-generational planning that connects investments, estate considerations, and charitable giving, including fiduciary and trustee work and coordination with external corporate trustees.</p> <ul> <li>3(21) fiduciary guidance for plan sponsors</li> <li>3(38) discretionary investment management</li> <li>Generational wealth management and cash flow planning</li> <li>Tax, estate, and insurance strategy coordination</li> <li>Philanthropic planning for families and charitable organizations</li> </ul>
Website: https://millcapitalmgmt.com
Founded: 2021
Employees: 5
Office Locations
- Concord, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B