MILLINGTON FINANCIAL ADVISORS, LLC
Latest filing: Mar 18, 2025 (29 days ago)
AUM
$224,449,461
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NAPERVILLE, FL
222 S. MILL STREET, NAPERVILLE, FL, UNITED STATES, 60540
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 133 | $0.1 |
| Average Individual AUM | $719,123 | |
| HNW | 38 | $0.1 |
| Average HNW AUM | $3,389,635 | |
| Retail Total | 171 | $0.2 |
| Average Retail AUM | $1,312,570 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MILLINGTON INVESTMENTS, LLC | $0.0 | broker-dealer | 168800 |
| MILLINGTON INSURANCE SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHARLES MILLINGTON | NAPERVILLE | IL | S66|2008-09-08 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID KRIST | NAPERVILLE | IL | S65|2013-11-11 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES MILLINGTON | NAPERVILLE | IL | S66|2010-01-12 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES MILLINGTON | NAPERVILLE | IL | S65|2024-01-19 | ||||||
| RYAN VEST | NAPERVILLE | IL | S63|2008-01-07|S66|2016-10-03 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 25% | 4 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL-03/18/2025, IL-03/18/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV