Third Millennium Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,645,198
Clients
10
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$3,464,520
About
Third Millennium Advisors is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning, and consulting to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. As of December 31, 2025 the firm reported $34,645,198 in discretionary assets under management for a compact client roster of 10 individuals.
The firm develops personalized investment policy statements through in‑depth information gathering and uses a mix of fundamental, technical, quantitative, and qualitative analysis to implement those policies. Strategies described in the brochure include long‑term asset allocation as well as the selective use of margin, options (covered calls and spreads), futures, and interests in real‑estate and oil‑and‑gas partnerships when consistent with a client’s objectives and risk tolerance.
Notable operational features include that all disclosed assets are managed on a discretionary basis and the firm does not vote client proxies, leaving proxy voting responsibility to clients—an approach that differs from many peers. The adviser recommends custody at Schwab Institutional and discloses receipt of institutional services from that custodian; the firm has operated since 1997.
Client services
Financial planning
Portfolio management
Consulting/seminars
Expertise
Options & derivatives strategies
Long-term care insurance
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Cash flow / budgeting
Fee options
Financial planning fixed fees typically ranging from $500 to $5,000
Under $250,000 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% Above $3,000,000+: Negotiable
$100 to $300 per hour
Account minimum: $250,000
Main office location
Third Millennium Advisors, Inc.
4493 Stony Point Road
Barboursville VA 22923-2119, United States
Number of offices
1
Most active in
Third Millennium Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Virginia
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 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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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.
Forms ADV
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