McMillan Analysis Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,330,722
Clients
48
Advisors
4
of 9 employees
About
McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also accepts other client types, including investment companies and pooled vehicles. In addition to managed accounts, the firm offers paid subscription products, educational seminars, consulting engagements and expert‑witness services.
The firm’s investment approach is option‑centric, employing covered‑call programs (including multiple overwriting styles) and a naked‑put “volatility capture” method, with active monitoring and reliance on statistical and technical analysis. It uses derivative instruments — options on securities and commodities and futures contracts — as core elements of portfolio construction and risk management, and certain clients may be placed on performance‑based fee arrangements subject to high‑water‑mark provisions.
Notably, the firm is registered with the Commodity Futures Trading Commission as a commodity trading advisor and acts as adviser to an affiliated private fund, while also publishing regularly scheduled newsletters and daily alerts that include specific position recommendations and selling related data and software subscriptions. That combination of CFTC registration, private‑fund advisory activity, paid periodic publications with position recommendations, and performance‑fee arrangements is uncommon among similarly sized supported advisory firms.
Client services
Expertise
Fee options
$0 - $300,000: 3.00% annually $300,001+: 2.50% annually
Consulting services: $400/hour; Expert witness services: $300/hour (preparation), $500/hour (trial/hearing appearance)
20% of net profits with a minimum annual fee of 1% of year-end net asset value for qualified clients
The Option Strategist: $345/year; The Daily Strategist: $3,000/year or $395/month; Daily Volume Alerts: $1,495/year or $199/month; The Strategy Zone data service: $195/year or $25/month; Option Work Bench: $594/year or $34.95/month; Put-call ratio charts via email: $80/year
Account minimum: $100,000 Fee-only: Traditional asset management fees based on assets under management; consulting and expert witness services charged hourly; subscription fees for newsletters and data services; seminar fees.
Main office
Randolph NJ
Advisors at this office
4
Most active in
California · Florida · New Jersey · New York · North Carolina · Texas
Also doing business as
Mcmillan Analysis Corporation · Mcmillan Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan B
Series 65
Randolph, NJ
McMillan Analysis Corporation
Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.
Gregory D
Series 65
Randolph, NJ
McMillan Analysis Corporation
Gregory Da Silva is a financial advisor at McMillan Analysis Corporation with nine years of industry experience. He holds a Series 65 designation and has been with McMillan Analysis Corp. for over 15 years. Outside of his advisory role, he serves as an ice hockey coach at Gill St. Bernards School. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, employing an option-centric investment approach that includes covered-call programs and volatility capture strategies. The firm offers managed accounts, subscription products, educational seminars, consulting, and expert-witness services.
Lawrence M
Randolph, NJ
McMillan Analysis Corporation
Lawrence McMillan is a financial advisor with McMillan Analysis Corporation, holding 21 years of industry experience. He has been with McMillan Analysis Corp. since 1990. McMillan Analysis Corporation provides discretionary portfolio management focused on option-based strategies to individuals, banks, investment companies, trusts, and other advisers. The firm combines active options-focused asset management with a commercial publishing and data business, offering subscription newsletters, seminars, software products, and commodity futures/options advice.
Marc M
Series 65
Randolph, NJ
McMillan Analysis Corporation
Marc Maricondo is a Series 65-registered financial advisor with McMillan Analysis Corporation in Randolph, NJ, bringing four years of industry experience. His background includes roles at Howard and Capstone Research. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing an option-centric investment approach that incorporates covered-call programs and volatility-capture strategies. The firm also offers subscription products, educational seminars, consulting, and expert-witness services, and holds registrations and advisory roles that are uncommon among similarly sized supported firms.
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