David Beach
Mill Capital Management · Concord, North Carolina
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Mill Capital Management |
|---|---|
| Based in | Concord, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.49B across 306 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4097995 |
| Exams passed | Series 65 (2022) · Series 66 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | millcapitalmgmt.com |
How David's firm compares
- Mill Capital Management's average account is about $4.9 million, from its Form ADV (assets managed divided by 306 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Mill Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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