AdvisorOS Directory
Claim Profile
BS

Brian James Seay

MILL CAPITAL MANAGEMENT, LLC·CONCORD, North Carolina
Unclaimed Profile
845 CHURCH STREET NORTH, CONCORD, NC 28025CRD# 2207675Firm CRD# 312798
01

About

Brian James Seay is a registered financial advisor based in CONCORD, North Carolina, affiliated with MILL CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MILL CAPITAL MANAGEMENT, LLC
MILL CAPITAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MILL CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2207675
Firm CRD# 312798
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, North Carolina or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian James Seay offer?
Brian James Seay specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CONCORD, North Carolina for a consultation.
What are Brian James Seay's credentials?
Brian James Seay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Seay located?
Brian James Seay is based in CONCORD, North Carolina, working with MILL CAPITAL MANAGEMENT, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Brian James Seay charge for services?
Brian James Seay's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILL CAPITAL MANAGEMENT, LLC?
MILL CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CONCORD
Julien Binford Booth — FOREST CAPITAL OPERATING COMPANY LLCCarey David Mcclure — FOREST CAPITAL OPERATING COMPANY LLCPaul Norman Clark — MILL CAPITAL MANAGEMENT, LLCJonathan William Rhoney — MILL CAPITAL MANAGEMENT, LLCDana Coulter — BRC WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile