Fee-only adviser · Morristown, NJ
McMillan Analysis Corporation
McMillan Analysis Corporation is a fee-only investment adviser registered with the securities regulators of California, Florida, North Carolina, New Jersey, New York, Texas, with a mailing address in Morristown, New Jersey (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 30, 2026, it reports $33M in regulatory assets under management, 48 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, North Carolina, New Jersey, New York, Texas |
|---|---|
| Firm CRD number | 128920 |
| Office | Morristown, NJ (mailing address; office not published) |
| Phone | (973) 328-1674 |
| Website | mcmillanasset.com |
| Regulatory assets under management | $33M |
| Individual clients | 19 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Subscription, Other |
| Services | Portfolio management, Educational seminars |
| Employees | 9 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Morristown
- Simon Quick Advisors, LLC $9.0B
- McRae Capital Management Inc. $795M
- Lavish Financial Planning $35M
- O'Dowd Asset Management LLC $43M
- Kiely Capital Management, Inc. $58M
- Pegasus Asset Management Inc $554M
See all 10 fee-only advisers in Morristown →
Nearby
- Cedar Knolls 2 firms
- Whippany 2 firms
- Mendham 3 firms
- Florham Park 1 firm
- Chatham 1 firm
- Gillette 1 firm
- Basking Ridge 1 firm
- Parsippany 5 firms
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