Millennium Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$212,817,311
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
200
36% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
200
Very HighAverage account size
$1,064,087
About
Millennium Capital Advisors, LLC provides discretionary and non‑discretionary portfolio management, advisory consulting, and pension consulting to individuals (including high‑net‑worth clients), trusts, and employee benefit plans. The firm reports roughly 200 client relationships and offers both individual portfolio management and ERISA plan services tailored to client goals and constraints.
MCA develops strategic asset allocations based on clients’ objectives and risk tolerance and conducts ongoing monitoring and rebalancing using a mix of analytical approaches, including fundamental and technical analysis as well as long‑ and short‑term strategies. The firm recently expanded its investment palette to include crypto exchange‑traded funds and private placements and may employ margin, options, and other nontraditional strategies where appropriate for a client’s profile.
The firm manages approximately $232 million in client assets, a level that results in a notably high assets‑per‑advisor metric compared with most supported peers and an unusually large client base relative to its advisor headcount. MCA is affiliated with a licensed insurance agency (Millennium Insurance Services, LLC) and has ownership ties to Capital Services Group and JD CAP, arrangements it discloses as potential conflicts due to commissionable insurance and broker‑dealer activities, and it also offers ERISA 3(38) fiduciary services for retirement plans.
Client services
Portfolio management
Pension consulting
General consulting services
Expertise
Private / alternative investments
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
up to 1.5% annually (negotiable)
Commission-based compensation earned by affiliated insurance agents and registered representatives is separate and in addition to advisory fees.
$300 per hour for advisory consulting services (negotiable)
Account minimum: $50,000
Main office location
Millennium Capital Advisors, LLC
1501 N. University Ave, Ste 551
Little Rock AR 72207, United States
Number of offices
1
Most active in
Millennium Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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