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Jonathan William Rhoney

MILL CAPITAL MANAGEMENT, LLC·CONCORD, North Carolina
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845 CHURCH STREET NORTH, CONCORD, NC 28025CRD# 2848867Firm CRD# 312798
01

About

Jonathan William Rhoney 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# 2848867
Firm CRD# 312798
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan William Rhoney offer?
Jonathan William Rhoney specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CONCORD, North Carolina for a consultation.
What are Jonathan William Rhoney's credentials?
Jonathan William Rhoney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan William Rhoney located?
Jonathan William Rhoney 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 Jonathan William Rhoney charge for services?
Jonathan William Rhoney'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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Other advisors in CONCORD
Julien Binford Booth — FOREST CAPITAL OPERATING COMPANY LLCCarey David Mcclure — FOREST CAPITAL OPERATING COMPANY LLCBrian James Seay — MILL CAPITAL MANAGEMENT, LLCPaul Norman Clark — 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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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