McMillan Analysis Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,083,195
Total clients
48
60% high-net worth
Total advisors
3
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
16
Average account size
$689,233
About
McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also accepts other client types, including investment companies and pooled vehicles. In addition to managed accounts, the firm offers paid subscription products, educational seminars, consulting engagements and expert‑witness services.
The firm’s investment approach is option‑centric, employing covered‑call programs (including multiple overwriting styles) and a naked‑put “volatility capture” method, with active monitoring and reliance on statistical and technical analysis. It uses derivative instruments — options on securities and commodities and futures contracts — as core elements of portfolio construction and risk management, and certain clients may be placed on performance‑based fee arrangements subject to high‑water‑mark provisions.
Notably, the firm is registered with the Commodity Futures Trading Commission as a commodity trading advisor and acts as adviser to an affiliated private fund, while also publishing regularly scheduled newsletters and daily alerts that include specific position recommendations and selling related data and software subscriptions. That combination of CFTC registration, private‑fund advisory activity, paid periodic publications with position recommendations, and performance‑fee arrangements is uncommon among similarly sized supported advisory firms.
Client services
Expertise
Fee options
$0 - $300,000: 3.00% annually $300,001+: 2.50% annually
Consulting services: $400/hour; Expert witness services: $300/hour (preparation), $500/hour (trial/hearing appearance)
20% of net profits with a minimum annual fee of 1% of year-end net asset value for qualified clients
The Option Strategist: $345/year; The Daily Strategist: $3,000/year or $395/month; Daily Volume Alerts: $1,495/year or $199/month; The Strategy Zone data service: $195/year or $25/month; Option Work Bench: $594/year or $34.95/month; Put-call ratio charts via email: $80/year
Account minimum: $100,000 Fee-only: Traditional asset management fees based on assets under management; consulting and expert witness services charged hourly; subscription fees for newsletters and data services; seminar fees.
Main office location
McMillan Analysis Corporation
Randolph NJ, United States
Number of offices
2
Most active in
California · Florida · New Jersey · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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