SourcingSourcing

EARLY MCCLINTIC & MCMILLAN, LLC

C33
CRD 288427·SEC 801-110886·STAFFORD, TX
AUM
$652.2M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EARLY MCCLINTIC & MCMILLAN, LLC
CRD
288427
SEC file #
801-110886
EIN
—
DBA names
—

Economics

AUM
$652.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$337.1M → $652.2M▲ +93%
Client mix
Individuals Other579
Individuals High Net Worth68
Charitable Organizations4
Corporations4

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
STAFFORD TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/early-mcclintic-&-mcmillan-llp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EARLY, RICHARD, DEAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
EARLY, RICHARD, DEAN
MCCLINTIC, SCOTT, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1306
Soi Zip Pct 200k Plus
0.0255
Soi Zip Returns 200k Plus
410
Soi Zip Total AGI
898,622
Fdic Zip Total Deposits
14,723,842,000
Fdic Zip Branch Count
246
Fdic Zip Top Banks
Bank of America, National Association
Frost Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of Texas, National AssociationStafford, TX
Citizens National Bank of TexasStafford, TX
Fdic Zip HHI
1229.16
Fdic Zip Top Bank Share Pct
25.69
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI74,526
Returns5,530
Stub 2
AGI165,140
Returns4,540
Stub 3
AGI158,914
Returns2,610
Soi Zip Total Business Income
22,911
Soi Zip Total Cap Gains
22,192
Soi Zip Total Dividends
8,354
Soi Zip Total Returns
16,080
Top Owner CRD
1324477
Trust Company Affiliate
No

People (7)

7
MCCLINTIC, SCOTT, DAVID
IAR · Direct Owner · 37.5%
1517553
EARLY, RICHARD, DEAN
IAR · Direct Owner · 37.5%
1324477
HUDDLESTON, DAVID, ALLEN
IAR · Direct Owner · 17.5%
7301034
MCCLINTIC, IAN, SCOTT
IAR · Direct Owner · 17.5%
5741190
AZRA, ZACHARY, FELIX-ADAM
IAR · Direct Owner · 17.5%
7544705
MCMILLAN, DANIEL, THOMAS
IAR · Direct Owner · 17.5%
1554781
DEMARCO, MARC, PHILLIP
Executive Officer · 2.5%
4812369