SourcingSourcing

MCMILLAN OFFICE, INC.

C38
CRD 157836·SEC 801-72698·ST. CLAIR SHORES, MI
AUM
$913.7M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCMILLAN OFFICE, INC.
CRD
157836
SEC file #
801-72698
EIN
382312788
DBA names
—

Economics

AUM
$913.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$398.3M → $913.7M▲ +129%
Client mix
Individuals Other293
Individuals High Net Worth160

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
1 advisors → 4 advisors▲ +300%
Primary office
ST. CLAIR SHORES MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BACKMAN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BACKMAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
8
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002109205
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0002109205-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2346
Soi Zip Pct 200k Plus
0.0404
Soi Zip Returns 200k Plus
460
Soi Zip Total AGI
836,934
Fdic Zip Total Deposits
8,417,833,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
The Huntington National Bank
First State Bank of East Detroit

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
25875 JEFFERSON AVEST. CLAIR SHORES, MI 48081
Business
25875 JEFFERSON AVEST. CLAIR SHORES, MI 48081
Edgar EIN
382312788
Edgar Recent Filings
13F-HR2026-04-23 · 0002109205-26-000001
13F-HR2026-02-12 · 0001398344-26-002832
Fdic Zip Branches Raw
First State Bank of East DetroitSt. Clair Shores, MI
Huntington Banks of MichiganSt. Clair Shores, MI
Fdic Zip HHI
1806.97
Fdic Zip Top Bank Share Pct
30.03
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,966
Returns2,900
Stub 2
AGI91,945
Returns2,460
Stub 3
AGI120,517
Returns1,950
Soi Zip Total Business Income
22,974
Soi Zip Total Cap Gains
20,345
Soi Zip Total Dividends
15,922
Soi Zip Total Returns
11,380
Top Owner CRD
4375783
Trust Company Affiliate
No

People (1)

1
BACKMAN, MICHAEL
Direct Owner · 87.5%
4375783