Millie Capital Management

Financial ServicesCalifornia, United States0-1 Employees

Millie Capital Management is a San Ramon, California-based SEC-registered investment advisory firm that was founded in 1991. The company designs investment plans for high net worth clients and carries out the portfolio management requirements of each plan, providing a service that translates client objectives into structured investment strategies. Its focus centers on managing and implementing tailored portfolios for affluent individuals, addressing the need for dedicated planning and oversight in wealth management. In the broader financial services industry, Millie Capital occupies a space alongside established asset managers and advisory firms that support sophisticated investors with personalized investment solutions. A notable development in its recent history is the acquisition of Millie Capital Management by EP Wealth Advisors, announced in February 2018, which reflects consolidation activity within the sector.

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