Wealth Manager
    SEC Registered
    Manages Private Funds

    Mill Creek Capital Advisors, LLC

    Registered investment advisor · Conshohocken, Pennsylvania · CRD #141470

    Assets Under Management
    $10.5B
    Client Accounts
    2,507
    Employees
    42
    CRD Number
    141470
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

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

    About Mill Creek Capital Advisors, LLC

    Mill Creek Capital Advisors, LLC (MCCA) is an independent investment advisory firm based in Conshohocken, Pennsylvania. Founded in 2006, MCCA specializes in wealth advisory and investment management services for ultra-high-net-worth individuals, families, single-family offices, endowments, nonprofits, pension plans, and educational organizations. The firm is committed to a client-first approach and has grown organically over nearly 20 years. MCCA offers a range of customized investment supervis

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Mill Creek Capital Advisors, LLC

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    Frequently Asked Questions

    What is Mill Creek Capital Advisors, LLC's AUM?

    Mill Creek Capital Advisors, LLC reports approximately $10.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mill Creek Capital Advisors, LLC headquartered?

    Mill Creek Capital Advisors, LLC is headquartered in Conshohocken, Pennsylvania.

    What is Mill Creek Capital Advisors, LLC's CRD number?

    Mill Creek Capital Advisors, LLC's CRD number is 141470. 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 Mill Creek Capital Advisors, LLC manage?

    Mill Creek Capital Advisors, LLC manages approximately 2,507 client accounts according to its latest SEC filing.

    Is Mill Creek Capital Advisors, LLC SEC registered?

    Yes, Mill Creek Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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