Jonathan Rhoney
Mill Capital Management · Concord, North Carolina
Jonathan Rhoney is a fee-only financial advisor at Mill Capital Management in Concord, North Carolina, who holds the CFP credential. Jonathan 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2848867 |
| Exams passed | Series 63 (1997) · Series 65 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | millcapitalmgmt.com |
How Jonathan'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 Jonathan
Is Jonathan Rhoney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Mill Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Rhoney based?
Jonathan Rhoney is based in Concord, North Carolina.
What does Jonathan specialize in?
Jonathan's specialties include estate & legacy planning and family wealth transfer. Jonathan works with multi-generational families.
What credentials does Jonathan Rhoney hold?
Jonathan Rhoney holds the CFP credential.
Is Jonathan Rhoney registered with the SEC?
Yes. Jonathan Rhoney is registered as an investment adviser representative in NC (CRD 2848867), 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 Jonathan Rhoney?
Through Jonathan'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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