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R.O. Mills Management, LLC (Jackson)


R.O. Mills Management, LLC is a large advisory firm based in Jackson. It manages $105.46 million of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Illinois, Missouri, and Texas.




R.O. Mills Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

R.O. Mills Management: assets under management

The assets under management (AUM) of R.O. Mills Management, LLC is $105.46 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91.37 million in discretionary accounts and $14.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $276.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.O. Mills Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jackson

The principal office where R.O. Mills Management, LLC performs its advisory services is located at 620 West Jackson Blvd., Jackson, MO 63755, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 573-243-9018 or by fax 573-243-9027. The normal business hours are 8:30am-4:30pm on Monday - Friday.


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