# Early McClintic & McMillan, LLC

> Early McClintic & McMillan, LLC is an SEC-registered investment advisory firm in Stafford, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 288427
- Filed as: EARLY MCCLINTIC & MCMILLAN, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stafford, TX
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288427
- AdvisorCensus page: https://advisorcensus.com/firm/early-mcclintic-and-mcmillan-llc-stafford-tx-288427

## Quick answers

**How is Early McClintic & McMillan, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Early McClintic & McMillan, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Early McClintic & McMillan, LLC located?**
Early McClintic & McMillan, LLC's principal office is in Stafford, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Early McClintic & McMillan, LLC registered with the SEC or a state?**
Early McClintic & McMillan, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288427.

**How much does Early McClintic & McMillan, LLC manage?**
Early McClintic & McMillan, LLC reports $652,182,319 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (61% discretionary).

**How have Early McClintic & McMillan, LLC's assets and staff changed since 2021?**
In the Form ADV data for Early McClintic & McMillan, LLC: Regulatory assets under management: $405,852,373 in the October 2021 data and $652,182,319 in the October 2026 data, up 61%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Early McClintic & McMillan, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (579); high net worth individuals (68); charitable organizations (4).

**Which custodians does Early McClintic & McMillan, LLC use?**
Early McClintic & McMillan, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Early McClintic & McMillan, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288427

**What changed in Early McClintic & McMillan, LLC's recent Form ADV filings?**
In the July 2026 filing data: Added an office in Katy, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $652,182,319
- Discretionary: $395,720,575
- Non-discretionary: $256,461,744

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 579 | $218,865,184 |
| High net worth individuals | 68 | $421,658,022 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 4 | $10,393,949 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $1,265,164 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, KS, LA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Katy, TX

### Websites listed on Form ADV (Item 1.I)
- emcmc.com
- LinkedIn @early-mcclintic-&-mcmillan-llp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $405,852,373 | 8 | September 23, 2021 |
| October 2022 | $448,571,895 | 9 | July 5, 2022 |
| October 2023 | $456,286,477 | 9 | March 31, 2023 |
| October 2024 | $504,757,275 | 9 | April 22, 2024 |
| October 2025 | $569,935,884 | 9 | March 28, 2025 |
| October 2026 | $652,182,319 | 9 | June 3, 2026 |

Regulatory assets under management: $405,852,373 in the October 2021 data and $652,182,319 in the October 2026 data, up 61%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added an office in Katy, TX.

### April 2026
- Regulatory assets under management went from $569,935,884 to $652,182,319 (+14%).
- Registered or notice-filed in AL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Early McClintic & McMillan, LLC (CRD 288427): Form ADV filing data as of October 2026.