A complete list of active advisors currently associated with Mills Barrington Advisors, LLC.

Warmer can help you find a great advisor at Mills Barrington Advisors, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mills Barrington Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.