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MILL CREEK CAPITAL ADVISORS, LLC

CONSHOHOCKEN, PA · CRD 141470 · IAPD ↗ · 610-941-7700

$10.47BRegulatory AUM
29Advisory reps
42Employees
11Clients
251-500Planning clients
4Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — MILL CREEK CAPITAL ADVISORS, LLC (CONSHOHOCKEN, PA) left the SEC roster (was $10.47B RAUM, 29 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
66
April 2024 — MILL CREEK CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — MILL CREEK CAPITAL ADVISORS, LLC grew from 25 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.