Mcmillan Office, Inc.
- Regulatory AUM
- $914M
- Discretionary
- $914M
- Clients
- 453
- Avg AUM / client
- $2.0M
- Accounts
- 457
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 293 | $70.6M | 7.73% |
| High net worth individuals | 160 | $806M | 88.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $16.6M | 1.82% |
| Charitable organizations | Fewer than 5 clients | $10.9M | 1.19% |
| State or municipal government entities | Fewer than 5 clients | $9.5M | 1.04% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Backman, Michael | Chief Compliance Officer And President | Jan 2010 (17y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $890M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗