{
  "crd_number": 129015,
  "slug": "mcmill-cpa-and-advisors-norfolk-ne-129015",
  "primary_business_name": "MCMILL CPA AND ADVISORS",
  "legal_name": "MCMILL WEALTH INC",
  "dbas": [
    "WEALTH FIRM"
  ],
  "city": "Norfolk",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "35740",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-04-21",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 862276146.0,
  "raum_discretionary": 862276146.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 50,
  "advisory_employees": 22,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 107004851.0,
      "count": 22
    },
    "individuals": {
      "raum": 129251234.0,
      "count": 4192
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 112854748.0,
      "count": 30
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 495317019.0,
      "count": 1382
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 17848294.0,
      "count": 30
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "GA",
    "IA",
    "KS",
    "MI",
    "MN",
    "MO",
    "NE",
    "NJ",
    "NV",
    "NY",
    "SD",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://403bplan.net",
    "https://advisor-tool-kit.retirementplanconsultants.net",
    "https://dashboard.wealthmgmtllc.com",
    "https://facebook.com/MCMILL1903",
    "https://facebook.com/RPC1114",
    "https://facebook.com/WEALTHMGMTLLC",
    "https://linkedin.com/COMPANY/11326689",
    "https://linkedin.com/COMPANY/1270540",
    "https://linkedin.com/COMPANY/CHRISTENSEN-BROZEK-FALTYS",
    "https://mcmill.info",
    "https://myretirementfiduciary.com",
    "https://retirementplanconsultants.net",
    "https://twitter.com/RPC1114",
    "https://wealthfirm.info",
    "https://wealthmgmtllc.com",
    "https://youtube.com/CHANNEL/UCV6V7OMNBHMGYEH6KDHVFOQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129015",
  "city_as_filed": "NORFOLK",
  "url": "https://advisorcensus.com/firm/mcmill-cpa-and-advisors-norfolk-ne-129015",
  "display_name": "McMill CPA and Advisors",
  "summary": "McMill CPA and Advisors is an SEC-registered investment advisory firm in Norfolk, NE, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. McMill CPA and Advisors (CRD 129015): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is McMill CPA and Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McMill CPA and Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is McMill CPA and Advisors located?",
      "a": "McMill CPA and Advisors' principal office is in Norfolk, NE, according to its Form ADV."
    },
    {
      "q": "Is McMill CPA and Advisors registered with the SEC or a state?",
      "a": "McMill CPA and Advisors is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 129015."
    },
    {
      "q": "How much does McMill CPA and Advisors manage?",
      "a": "McMill CPA and Advisors reports $862,276,146 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have McMill CPA and Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for McMill CPA and Advisors: Regulatory assets under management: $435,051,839 in the October 2021 data and $862,276,146 in the October 2026 data, up 98%. Total employees: 50 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McMill CPA and Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,192); high net worth individuals (1,382); pension and profit sharing plans (but not the plan participants or government pension plans) (30)."
    },
    {
      "q": "Which custodians does McMill CPA and Advisors use?",
      "a": "McMill CPA and Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McMill CPA and Advisors report any disciplinary disclosures?",
      "a": "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/129015"
    },
    {
      "q": "Does McMill CPA and Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"There are no minimum investment amounts or conditions required for establishing an account managed by McMill CPA and Advisors.\""
    },
    {
      "q": "What changed in McMill CPA and Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $730,154,643 to $862,276,146 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 435051839.0,
      "total_employees": 50,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 561075447.0,
      "total_employees": 50,
      "filing_date": "2022-09-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 545604765.0,
      "total_employees": 50,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 640910667.0,
      "total_employees": 50,
      "filing_date": "2024-04-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 730154643.0,
      "total_employees": 50,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 862276146.0,
      "total_employees": 50,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $730,154,643 to $862,276,146 (+18%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum investment amounts or conditions required for establishing an account managed by McMill CPA and Advisors."
        ]
      }
    ],
    "quotes": [
      "There are no minimum investment amounts or conditions required for establishing an account managed by McMill CPA and Advisors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mcmill-cpa-and-advisors-norfolk-ne-129015.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4192,
      "fewer_than_5": false,
      "raum": 129251234.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1382,
      "fewer_than_5": false,
      "raum": 495317019.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 112854748.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 22,
      "fewer_than_5": false,
      "raum": 107004851.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 30,
      "fewer_than_5": false,
      "raum": 17848294.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129015",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}