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EARLY MCCLINTIC & MCMILLAN, LLC

STAFFORD, TX · CRD 288427 · IAPD ↗ · 281-491-5260

$652.2MRegulatory AUM
6Advisory reps
9Employees
33Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — EARLY MCCLINTIC & MCMILLAN, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — EARLY MCCLINTIC & MCMILLAN, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — EARLY MCCLINTIC & MCMILLAN, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — EARLY MCCLINTIC & MCMILLAN, LLC crossed $500M in regulatory AUM ($456.3M -> $504.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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