Investment adviser · CRD 129015
MCMILL CPA AND ADVISORS
Investment adviser filing (IA)
MCMILL WEALTH INC
NORFOLK, NE, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $862M Form ADV · Item 5.F
- Client accounts
- 5,656 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,382 | $495,317,019 | 57.4% |
| Individuals | 4,192 | $129,251,234 | 15.0% |
| Retirement plans | 30 | $112,854,748 | 13.1% |
| Charities | 22 | $107,004,851 | 12.4% |
| Corporations & businesses | 30 | $17,848,294 | 2.1% |
Filing source
Form ADV 2083232 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
125 SOUTH 4TH STREETNORFOLK, NE, 68701, United States
CRD 129015
Filing source
Form ADV 2083232 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.