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Millennium Capital Advisors, LLC
Multifamily office listing in Little Rock, Arkansas, United States.
- SEC-registered
- Founded 1996
- Regulatory AUM
- $232 million
- Employees
- 3
- Clients
- 0
- Founded
- 1996
Independent, fee-based investment adviser providing customized wealth management and planning for individuals, families, businesses, nonprofits, and other organizations.
Overview
Millennium Capital Advisors (MCA) is a fee-based registered investment advisory firm established in 1996 and based in Little Rock, Arkansas. The firm describes itself as independent and says it is not tied to a brokerage, mutual fund, or insurance company. Its stated mission is to help individuals and organizations pursue financial goals through personalized investment strategies and long-term partnerships.
MCA is registered with the Securities and Exchange Commission as an investment adviser and provides portfolio management and advisory consulting services.
History
Established in 1996, Millennium Capital Advisors has built its practice around personalized investment strategies, financial planning, and long-term client partnerships.
Leadership
Pat Miller serves as President, Justin Deckard as Executive Vice President, and Terrie Besier as Operations and Compliance Manager.
Services
MCA provides wealth management strategies, retirement planning, insurance evaluations, estate planning, transition planning, and succession planning.
Its investment offerings include stock and bond portfolios, mutual funds, exchange-traded funds, and retirement plans such as 401(k) and profit-sharing plans.
The firm manages retirement plans for companies and helps structure retirement, 401(k), and profit-sharing plans.
What the firm offers
- Investment management
- Financial planning
- Estate planning
- Administration and bill pay
- Risk and insurance
- Retirement planning
Client Focus
MCA works with individuals, families, companies, nonprofit organizations, charitable trusts, foundations, and other organizations. It also says it serves individuals during their high-income years and people seeking financial or retirement planning.
Approach
MCA says its portfolio management and financial planning services are handled in-house by its portfolio manager, financial planner, and client account administrators. The firm describes its portfolio work as customized and actively managed around each client’s risk tolerance, goals, and objectives.
Clients receive monthly statements and detailed quarterly portfolio reports covering holdings, values, transactions, asset allocation, returns, and performance.
Assets and Minimums
MCA typically requires a $50,000 minimum advisory account, although it says the requirement may be waived at its discretion. Portfolio management fees are billed quarterly in arrears based on account assets, while advisory consulting assignments are charged hourly.
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2017 | $125 million | $97 million | $28 million |
| 2018 | $142 million | $111 million | $30 million |
| 2019 | $140 million | $101 million | $39 million |
| 2020 | $164 million | $140 million | $24 million |
| 2021 | $145 million | $129 million | $17 million |
| 2022 | $177 million | $162 million | $15 million |
| 2023 | $159 million | $141 million | $18 million |
| 2025 | $206 million | $183 million | $23 million |
| 2026 | $232 million | $211 million | $21 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $482,249 |
| 2019 | $496,603 |
| 2020 | $656,944 |
| 2021 | $637,552 |
| 2022 | $633,049 |
| 2023 | $396,905 |
| 2025 | $897,539 |
| 2026 | $1 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 128 |
| High net worth individuals | 72 |
| Pension plans | 1 |
| Charities | 2 |
| Corporations | 3 |
| Year | Employees |
|---|---|
| 2017 | 5 |
| 2018 | 5 |
| 2019 | 5 |
| 2020 | 4 |
| 2021 | 3 |
| 2022 | 3 |
| 2023 | 3 |
| 2025 | 4 |
| 2026 | 3 |
FAQs
Is Millennium Capital Advisors independent?
The firm describes itself as independent and says it is not tied to a brokerage, mutual fund, or insurance company.
What types of clients does MCA serve?
MCA works with individuals, families, companies, nonprofit organizations, charitable trusts, foundations, and other organizations.
What is MCA’s account minimum?
The typical minimum advisory account is $50,000, with possible waivers at the firm’s discretion.
Related resources
- DataMFOs by US state
The MFOs by US state page helps a family or business owner compare advisory firms in relevant locations. Use it to review how local options describe investment management, financial planning, retirement work, estate coordination, and administrative support before contacting a firm such as Millennium Capital Advisors.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. A reader considering wealth management can use these materials to identify questions about estate planning, family transfers, beneficiary choices, and coordination with investment, insurance, retirement, and bill pay services.
- Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com provides databases covering family offices and investors. Business owners and wealthy families can use the listings to understand how investment communities are organized, identify possible referral or research contacts, and compare their own needs with services such as investment management and financial planning.
- GuideHow multifamily offices invest
The How multifamily offices invest page explains common approaches to investing across multifamily office settings. It can help readers prepare questions about portfolio management, risk, liquidity, retirement needs, and the relationship between investment decisions and broader planning for families, businesses, nonprofits, or other organizations.
- Similar firmsAcropolis Capital Partners
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Arrowroot Family OfficeThe profiles for Acropolis Capital Partners, Allium Financial Advisors, LLC, and Arrowroot Family Office offer similar comparison points on this site. Reviewing their stated services and client focus can help a reader clarify which questions to ask Millennium Capital Advisors about planning, estate work, insurance, administration, and investment management.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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