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MILLINGTON FINANCIAL ADVISORS, LLC
CRD 156315File 801-124802
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$291.4M
Below cohort median (national)
Discretionary AUM
$279.2M
Non-discretionary $12.1M
Clients
187
554 accounts
Employees
11
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 29, 2022
- Principal office
- 55 SHUMAN BLVD, SUITE 1050, NAPERVILLE, IL, 60563
- Phone
- 630-922-7900
- Website
- HTTP://WWW.MILLINGTONFA.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $291.4M
- Discretionary AUM
- $279.2M
- Non-discretionary AUM
- $12.1M
- Discretionary accounts
- 534
- Non-discretionary accounts
- 20
- Total accounts
- 554
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $168.4M |
| Individuals (other than high net worth individuals) | 145 | $122.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 11 | increased by4 |
| Apr 1, 2026 | Clients | 171 | 187 | increased by16 |
| Apr 1, 2026 | AUM | $224,449,461 | $291,381,313 | increased by$66,931,852 |
| Apr 1, 2026 | Accounts | 497 | 554 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 119 | 171 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $143,300,583 | $224,449,461 | increased by$81,148,878 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 119 | 497 | increased by378 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILLINGTON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILLINGTON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.