AdvisorCensus / Financial advisors / Michigan / Detroit / McMillan Office, Inc.
McMillan Office, Inc.
Filed as MCMILLAN OFFICE, INC.
McMillan Office, Inc. is an SEC-registered investment advisory firm in St. Clair Shores, MI, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is McMillan Office, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), McMillan Office, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does McMillan Office, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is McMillan Office, Inc. located?
McMillan Office, Inc.'s principal office is in St. Clair Shores, MI, according to its Form ADV.
Is McMillan Office, Inc. registered with the SEC or a state?
McMillan Office, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157836.
How much does McMillan Office, Inc. manage?
McMillan Office, Inc. reports $913,684,095 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have McMillan Office, Inc.'s assets and staff changed since 2021?
In the Form ADV data for McMillan Office, Inc.: Regulatory assets under management: $532,861,775 in the October 2021 data and $913,684,095 in the October 2026 data, up 71%. Total employees: 7 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 McMillan Office, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (293); high net worth individuals (160).
Which custodians does McMillan Office, Inc. use?
McMillan Office, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.
Does McMillan Office, Inc. 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/157836
Does McMillan Office, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The McMillan Office minimum account size is $100,000. However, in some instances we accept accounts of less value."
What changed in McMillan Office, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 4. Regulatory assets under management went from $787,168,473 to $913,684,095 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
Fees, which are negotiable, are calculated at the beginning of each quarter based on the total market value of the portfolio including accrued income at the following annual rates: 1.0% of market value.
Account minimum: $100,000
The brochure's wording
The McMillan Office minimum account size is $100,000. However, in some instances we accept accounts of less value.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$913,684,095 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 9. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $913,684,095 | 9 | March 25, 2026 |
| October 2025 | $787,168,473 | 9 | March 14, 2025 |
| October 2024 | $677,659,871 | 8 | March 6, 2024 |
| October 2023 | $565,590,273 | 8 | March 9, 2023 |
| October 2022 | $665,000,115 | 8 | March 11, 2022 |
| October 2021 | $532,861,775 | 7 | March 16, 2021 |
Regulatory assets under management: $532,861,775 in the October 2021 data and $913,684,095 in the October 2026 data, up 71%.
Total employees: 7 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 4.
- Regulatory assets under management went from $787,168,473 to $913,684,095 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McMillan Office, Inc. (CRD 157836): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcmillan-office-inc-st-clair-shores-mi-157836