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Brian James Seay

MILL CAPITAL MANAGEMENT, LLC·CONCORD, North Carolina
Series 7, Series 63Clean record5 years registeredMILL CAPITAL MANAGEMENT, LLC
845 CHURCH STREET NORTH, CONCORD, NC 28025CRD# 2207675Firm CRD# 312798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian James Seay · CONCORD, NC
Registration
CRD #2207675 · MILL CAPITAL MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

Jun 2021present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · June 21, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILL CAPITAL MANAGEMENT, LLC
CRD 312798 · SEC 801-120478
AUM
$1.2B
Regulatory assets under management
Employees
5
261 client accounts
Services offered by MILL CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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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.
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