Third Millennium Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Third Millennium Advisors is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning, and consulting to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. As of December 31, 2025 the firm reported $34,645,198 in discretionary assets under management for a compact client roster of 10 individuals.
The firm develops personalized investment policy statements through in‑depth information gathering and uses a mix of fundamental, technical, quantitative, and qualitative analysis to implement those policies. Strategies described in the brochure include long‑term asset allocation as well as the selective use of margin, options (covered calls and spreads), futures, and interests in real‑estate and oil‑and‑gas partnerships when consistent with a client’s objectives and risk tolerance.
Notable operational features include that all disclosed assets are managed on a discretionary basis and the firm does not vote client proxies, leaving proxy voting responsibility to clients—an approach that differs from many peers. The adviser recommends custody at Schwab Institutional and discloses receipt of institutional services from that custodian; the firm has operated since 1997.
Client services
Expertise
Fee options
Financial planning fixed fees typically ranging from $500 to $5,000
Under $250,000 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% Above $3,000,000+: Negotiable
$100 to $300 per hour
Account minimum: $250,000
Main office
Barboursville VA
Advisors at this office
1
Most active in
Virginia
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.
Forms ADV
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