Wealth Manager
    SEC Registered
    Manages Private Funds

    McMill CPA and Advisors

    Registered investment advisor · Norfolk, Nebraska · CRD #129015

    Assets Under Management
    $862M
    Client Accounts
    5,656
    Employees
    50
    CRD Number
    129015
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About McMill CPA and Advisors

    McMill CPAs & Advisors offers integrated wealth management, tax, accounting, and consulting services. Founded in 1950, it operates in Norfolk, Nebraska. Investment services are provided by McMill Wealth Inc.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for McMill CPA and Advisors

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    Frequently Asked Questions

    What is McMill CPA and Advisors's AUM?

    McMill CPA and Advisors reports approximately $862M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is McMill CPA and Advisors headquartered?

    McMill CPA and Advisors is headquartered in Norfolk, Nebraska.

    What is McMill CPA and Advisors's CRD number?

    McMill CPA and Advisors's CRD number is 129015. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does McMill CPA and Advisors manage?

    McMill CPA and Advisors manages approximately 5,656 client accounts according to its latest SEC filing.

    Is McMill CPA and Advisors SEC registered?

    Yes, McMill CPA and Advisors is registered with the SEC as an investment adviser with an approved registration status.

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