McMillan Analysis Corporation

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Client assets under management

$23,330,722

Clients

60% high-net-worth

Advisors

of 9 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$486,057

About

McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also accepts other client types, including investment companies and pooled vehicles. In addition to managed accounts, the firm offers paid subscription products, educational seminars, consulting engagements and expert‑witness services.

The firm’s investment approach is option‑centric, employing covered‑call programs (including multiple overwriting styles) and a naked‑put “volatility capture” method, with active monitoring and reliance on statistical and technical analysis. It uses derivative instruments — options on securities and commodities and futures contracts — as core elements of portfolio construction and risk management, and certain clients may be placed on performance‑based fee arrangements subject to high‑water‑mark provisions.

Notably, the firm is registered with the Commodity Futures Trading Commission as a commodity trading advisor and acts as adviser to an affiliated private fund, while also publishing regularly scheduled newsletters and daily alerts that include specific position recommendations and selling related data and software subscriptions. That combination of CFTC registration, private‑fund advisory activity, paid periodic publications with position recommendations, and performance‑fee arrangements is uncommon among similarly sized supported advisory firms.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops

Financial consulting and expert witness services

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $300,000: 3.00% annually $300,001+: 2.50% annually

Project-based

Consulting services: $400/hour; Expert witness services: $300/hour (preparation), $500/hour (trial/hearing appearance)

Performance-based

20% of net profits with a minimum annual fee of 1% of year-end net asset value for qualified clients

Subscriptions

The Option Strategist: $345/year; The Daily Strategist: $3,000/year or $395/month; Daily Volume Alerts: $1,495/year or $199/month; The Strategy Zone data service: $195/year or $25/month; Option Work Bench: $594/year or $34.95/month; Put-call ratio charts via email: $80/year

Other

Account minimum: $100,000 Fee-only: Traditional asset management fees based on assets under management; consulting and expert witness services charged hourly; subscription fees for newsletters and data services; seminar fees.

Main office location

McMillan Analysis Corporation

Randolph NJ, United States

Number of offices

Most active in

California · Florida · New Jersey · New York · North Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 973-328-1674

Advisors at this firm

Ryan B

Series 65

Randolph, NJ

McMillan Analysis Corporation

Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.

Options & derivatives strategies Active portfolio management

Gregory D

Series 65

Randolph, NJ

McMillan Analysis Corporation

Gregory Da Silva is a financial advisor at McMillan Analysis Corporation with eight years of industry experience. He holds a Series 65 credential and has been with McMillan Analysis since 2011. Outside of his advisory role, he coaches ice hockey at Gill St. Bernards School. McMillan Analysis Corporation serves individuals, banks, investment companies, trusts, and other advisers with discretionary portfolio management focused on option-based strategies. The firm combines active options-focused asset management with a commercial publishing and data business, offering subscription newsletters, data services, software products, and expert-witness consulting.

Options & derivatives strategies Active portfolio management

Marc M

Series 65

Randolph, NJ

McMillan Analysis Corporation

Marc Maricondo is a financial advisor at McMillan Analysis Corporation with a Series 65 credential and three years of industry experience. He has previously worked at Howard and Capstone Research. McMillan Analysis Corporation advises individuals, banks, investment companies, trusts, and other advisers, focusing on discretionary portfolio management using option-based strategies. The firm combines active options-focused asset management with commercial publishing and data services, including subscription newsletters, seminars, and software products.

Options & derivatives strategies Active portfolio management

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