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EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427File 801-110886
APPROVED
Retail clients
Custody
Filing as of Jun 3, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.