# David Beach

> David Beach is a fee-only financial advisor at Mill Capital Management in Concord, North Carolina. David focuses on estate & legacy planning and family wealth transfer. Mill Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-beach/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mill Capital Management
- **Based in:** Concord, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.49B across 306 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4097995 (https://adviserinfo.sec.gov/individual/summary/4097995)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2022), Series 66 (2000)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://millcapitalmgmt.com

## Frequently asked questions

### Is David Beach a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Mill Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Mill Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Beach based?

David Beach is based in Concord, North Carolina.

### What does David specialize in?

David's specialties include estate & legacy planning and family wealth transfer. David works with multi-generational families.

### Is David Beach registered with the SEC?

Yes. David Beach is registered as an investment adviser representative in NC (CRD 4097995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mill Capital Management manage?

Mill Capital Management reports $1.49B across 306 accounts in assets under management.

### How do I contact David Beach?

Through David's website, millcapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4097995): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://millcapitalmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.