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EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427File 801-110886
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$652.2M
Above cohort median (national)
Discretionary AUM
$395.7M
Non-discretionary $256.5M
Clients
655
1,750 accounts
Employees
9
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 10, 2017
- Principal office
- 4800 SUGAR GROVE BLVD., SUITE 100, STAFFORD, TX, 77477
- Phone
- 281-491-5260
- Website
- HTTP://WWW.EMCMC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $652.2M
- Discretionary AUM
- $395.7M
- Non-discretionary AUM
- $256.5M
- Discretionary accounts
- 1,232
- Non-discretionary accounts
- 518
- Total accounts
- 1,750
- AUM per client
- $996K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| Charitable organizations | Fewer than 5 | $10.4M |
| High net worth individuals | 68 | $421.7M |
| Individuals (other than high net worth individuals) | 579 | $218.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
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 | Clients | 640 | 655 | increased by15 |
| Apr 1, 2026 | AUM | $569,935,884 | $652,182,319 | increased by$82,246,435 |
| Apr 1, 2026 | Accounts | 1,629 | 1,750 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 526 | 640 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $448,571,895 | $569,935,884 | increased by$121,363,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 526 | 1,629 | increased by1,103 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 469 | 526 | increased by57 |
| Apr 1, 2022 | AUM | $405,852,373 | $448,571,895 | increased by$42,719,522 |
| Apr 1, 2022 | Accounts | 469 | 526 | increased by57 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EARLY MCCLINTIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EARLY MCCLINTIC” 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.