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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MILL CAPITAL MANAGEMENT, LLC

CRD 312798

CONCORD, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b041e44-1362-453b-390d-ced66ce450e1

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 8, 2021 to Feb 25, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.52 fund_share=0.0 institutional_share=0.48 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $779MderivedItem 5.D individuals plus high net worth individuals
Private client share: 52%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $373Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 306
Individual clients: 19
High net worth clients: 78
Custody, client assets: $1.4B
SEC number: 801-120478
CRD: 312798
Filings on the tape: 8
First filed: Feb 8, 2021
Latest filed: Feb 25, 2026
Organised: Limited Liability Company, NC
Website: millcapitalmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN JAMES SEAY	Chartered Financial Analyst	CONCORD, NC	5	34	n/a	no
JONATHAN WILLIAM RHONEY	Certified Financial Planner	CONCORD, NC	5	29	1	no
Paul Norman Clark	Certified Financial Planner	CONCORD, NC	5	15	n/a	no
DAVID CRAWFORD BEACH	n/a	CONCORD, NC	0	26	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Clark, Paul, Norman	CHIEF COMPLIANCE OFFICER	C	yes	02/2021	Feb 25, 2026	Feb 25, 2026
RHONEY, JONATHAN, WILLIAM	Principal	B	yes	05/2021	Feb 25, 2026	Feb 25, 2026
SEAY, BRIAN, JAMES	Principal	C	yes	02/2021	Feb 25, 2026	Feb 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 25, 2026	$1.5B	$1.5B	5	3	n/a	n/a
2024	Mar 21, 2025	$1.4B	$1.3B	5	3	n/a	n/a
2023	Mar 11, 2024	$1.2B	$1.2B	5	3	n/a	n/a
2022	Mar 6, 2023	$1.0B	$1.0B	6	4	n/a	n/a
2021	Mar 31, 2022	$1.1B	$1.1B	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.4B	8.9%	$1.0B	12.6%	5	5	0	0

Relationships

Registered with (4)

← DAVID CRAWFORD BEACHAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← BRIAN JAMES SEAYAdvisorregistration: current employment
Jun 21, 2021 to presentfactForm ADV
← JONATHAN WILLIAM RHONEYAdvisorregistration: current employment
Jun 21, 2021 to presentfactForm ADV
← Paul Norman ClarkAdvisorregistration: current employment
Jun 21, 2021 to presentfactForm ADV

Controls (3)

← SEAY, BRIAN, JAMESOwnerPRINCIPAL, ownership code C, individual
Feb 8, 2021 to Mar 11, 2024factForm ADV
← RHONEY, JONATHAN, WILLIAMOwnerPRINCIPAL, ownership code B, individual
Jul 8, 2021 to Mar 11, 2024factForm ADV
← Clark, Paul, NormanOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 8, 2021 to Mar 11, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Mill Capital Management, Llc reported RAUM $1.1B, up 35% from $813.2M (2021-07-08 to 2022-03-31)
Form ADVobserved 6 days ago
$285M
Occurred
Jul 8, 2021
Control person joined
William Jonathan Rhoney (Principal) appeared on Schedule A of Mill Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 8, 2021
First Form ADV filing
Mill Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b041e44-1362-453b-390d-ced66ce450e1
First observed: Feb 8, 2021
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILL CAPITAL MANAGEMENT, LLC

CRD 312798

CONCORD, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b041e44-1362-453b-390d-ced66ce450e1

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN JAMES SEAY

Chartered Financial Analyst

CONCORD, NC

n/a

JONATHAN WILLIAM RHONEY

Certified Financial Planner

CONCORD, NC

Paul Norman Clark

Certified Financial Planner

CONCORD, NC

n/a

DAVID CRAWFORD BEACH

n/a

CONCORD, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Clark, Paul, Norman

CHIEF COMPLIANCE OFFICER

yes

02/2021

Feb 25, 2026

RHONEY, JONATHAN, WILLIAM

Principal

yes

05/2021

Feb 25, 2026

SEAY, BRIAN, JAMES

Principal

yes

02/2021

Feb 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$1.5B

n/a

2024

Mar 21, 2025

$1.4B

$1.3B

n/a

2023

Mar 11, 2024

$1.2B

n/a

2022

Mar 6, 2023

$1.0B

n/a

2021

Mar 31, 2022

$1.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.4B

8.9%

$1.0B

12.6%