As an established Registered Investment Advisory firm, McMillan Capital provides clear, objective investment and financial planning to individuals and families.
As an independent financial services firm, we custom tailor solutions so you get the right advice and guidance for you.
We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions.
The traits that make a trusted advisor your partner in seeking prosperity and financial security.
We are 100% employee-owned and we accept no fees from products. This ensures our fiduciary duty is the highest standard of care for our clients
Founded in 2007, McMillan Capital's founder Jaime McMillan has over 25 years experience with some of the largest banks, trust companies, and brokerages.
Jaime is your personal Investment Adviser
Jaime began his career at Charles Schwab & Company in 1991 serving as a Private Client Adviser. He is graduate of North Carolina State University and Trinity School of Law. Jaime enjoys local volunteering, community leadership, and hitting the ski slope with his two boys.
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