Mills Barrington Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mills Barrington Advisors provides customized investment advisory and discretionary portfolio management services to individuals, trusts, and small businesses. The firm implements portfolios primarily with low‑cost mutual funds and ETFs and does not provide custodial services or maintain custody of client assets.
The firm combines quantitative, fundamental, and technical analysis in portfolio construction, using global diversification and efficient‑frontier optimization tools with periodic rebalancing. While its approach is generally long‑term, the adviser may employ shorter‑term trades and uses margin, short sales, and options strategies as well as optional technical risk‑management overlays to address volatility.
Distinctive operational features include a small, fee‑only boutique model managing roughly $14 million for about 30 clients and a requirement that clients use a specified broker‑dealer (Interactive Brokers) for execution. The firm also calculates and withdraws advisory fees on an annualized daily basis, reports no soft‑dollar arrangements, and does not participate in wrap fee programs.
Client services
Expertise
Fee options
2.00% annually, negotiable
Fee-only: Fee-only advisory firm; compensated solely by client fees
Main office
100 Chesterfield Business Parkway, Suite 200
Chesterfield MO 63005
Advisors at this office
1
Most active in
Missouri
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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