Early Mcclintic & Mcmillan, Llc
- Regulatory AUM
- $652M
- Discretionary
- $396M
- Clients
- 655
- Avg AUM / client
- $996K
- Accounts
- 1,750
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 579 | $219M | 33.6% |
| High net worth individuals | 68 | $422M | 64.7% |
| Charitable organizations | 4 | $10.4M | 1.59% |
| Corporations and other businesses | 4 | $1.3M | 0.19% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Thomas Mcmillan | Member | Sep 1997 (29y) | 10% – 25% | |
| Richard Dean Early | Member | Sep 1997 (29y) | 25% – 50% | |
| Scott David Mcclintic | Member | CFP | Sep 1997 (29y) | 25% – 50% |
| Ian Scott Mcclintic | Managing Member | CFP | Aug 2017 (9y) | 10% – 25% |
| Demarco, Marc, Phillip | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| David Allen Huddleston | Member | Oct 2020 (6y) | 10% – 25% | |
| Zachary Felix Adam Azra | Member | May 2022 (4y) | 10% – 25% |
Undisclosed: 0% – 10% 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) | 06/03/2026 | 904 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
- • Financial planning services
- • Pension consulting services
Custody
Reported custodians
- Raymond James $652M (100% of AUM) Jun 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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗