Individual
EntitySG MANAGEMENT, LLCStatusMEMBERReported since09/2006Ownership50% but less than 75%Control personYes
Mill Creek Capital Advisors, LLC
CONSHOHOCKEN, PA
Form ADV and provider website profile · CRD 141470 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Mill Creek Capital Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$10.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
2,507Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$10.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$28MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2006
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2006
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2006
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2007
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2007
- Type
- Domestic entity
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Richard Walter Stevens | Executive Chairman | 01/2018 | Individual | Yes | Less than 5% |
| Joshua Stirling Gross | Chief Executive Officer | 01/2018 | Individual | Yes | Less than 5% |
| Richard Marsh Lunsford | President And Chief Financial Officer | 01/2018 | Individual | Yes | Less than 5% |
| Michael H Jordan | Partner | 11/2006 | Individual | Yes | Less than 5% |
| David James Logan | Partner | 09/2006 | Individual | Yes | Less than 5% |
| Llc Sg Management | Member | 09/2006 | Domestic entity | Yes | 75% or more |
| Barbara Jordan | Member | 01/2007 | Individual | No | 5% but less than 10% |
| Stephen James Waltrich | Chief Operating Officer | 01/2018 | Individual | Yes | Less than 5% |
| John Joseph Canning | Chief Compliance Officer | 04/2022 | Individual | Yes | Less than 5% |
| Michael Wynton Crook | Chief Investment Officer | 09/2020 | Individual | Yes | Less than 5% |
| Llc Mcca Employees | Member | 04/2007 | Domestic entity | No | 10% but less than 25% |
| Nora Lindsey Wentzler | Partner | 01/2025 | Individual | Yes | Less than 5% |
| Patrick Joseph Burke | Partner | 01/2025 | Individual | Yes | Less than 5% |
| Kevin Joseph Keating | Partner | 01/2025 | Individual | Yes | Less than 5% |
| Katie Jean Poole | Partner | 01/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVRW
Richard Walter Stevens
Executive Chairman
JS
Joshua Stirling Gross
Chief Executive Officer
RM
Richard Marsh Lunsford
President And Chief Financial Officer
SJ
Stephen James Waltrich
Chief Operating Officer
JJ
John Joseph Canning
Chief Compliance Officer
MW
Michael Wynton Crook
Chief Investment Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives15
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJun 30, 2026
CRD number141470