Mill Capital Management, LLC
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About this Advisor
Jonathan Rhoney is a certified financial planner who works out of Concord, North Carolina with a total of 2 years of relevant experience. Rhoney currently works for Mill Capital Management, LLC. Throughout their career, they have worked at Mill Capital Management, LLC and Wells Fargo. Rhoney maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Mill Capital Management, LLC is an advisory firm based in Concord, NC. It oversees $1 billion in assets among its 221 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 221 customer accounts, 84% are held by high-net-worth clients who have greater than $1 million in assets. Mill Capital Management, LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services are provided. Fees charged by Mill Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
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Mill Capital Management, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Rhoney Work History
Jonathan has been registered as a financial advisor for 2 years.*
Mill Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Jonathan Rhoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mill Capital Management, LLC
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