Andy Millard Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,392,688
Clients
28
Advisors
1
of 1 employees
About
Andy Millard Advisory, LLC provides discretionary investment management and personalized investment planning to individuals, high-net-worth individuals, and charitable organizations. The firm is a solo, state-registered adviser managing roughly $19.8 million across about 28 client accounts and primarily bills on a percentage-of-assets basis.
The firm emphasizes passive investment management, building asset-class-weighted portfolios using index-based ETFs and conducting mutual fund/ETF analysis to select funds and monitor tracking, expense ratios, and issuer stability. Accounts are managed with discretionary authority, reviewed quarterly, and clients receive consolidated reporting and the ability to impose reasonable investment restrictions.
Compared with many peers, AMA lists charitable organizations among its client types and requires clients to establish custody at Charles Schwab — operational features that are less common among independent advisers. The firm also reports using endorsements and testimonials in its advertising, a practice noted in its disclosures as relatively uncommon for firms in this category.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
Account minimum: $300,000 (may be waived at adviser’s discretion) Fee-only: Fee-only, no commissions or other sales-related compensation received
Main office
Columbus NC
Advisors at this office
1
Most active in
North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")