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Millennium Advisory Services
Founded in 2001 and operating from Glen Allen, Virginia, Millennium Advisory Services functions as a dedicated office of HUB Retirement and Private Wealth.
Millennium Advisory Services
Founded in 2001 and operating from Glen Allen, Virginia, Millennium Advisory Services functions as a dedicated office of HUB Retirement and Private Wealth. Managing Director Jordan Smith and Executive Vice President Paul Hunt lead a team of 14 financial consultants. The firm’s core clientele spans individuals, high-net-worth families, and retirement plan participants across the United States. Millennium’s strategy combines retirement-plan communication, one-on-one financial planning, and discretionary wealth management. It specializes in 403(b) and 401(k) plan advising, offering managed account solutions and investment advice to participants at educational institutions and non-profits. For private wealth clients, the team constructs and adjusts portfolios across equities, fixed income, and alternative allocations, responding to market shifts. The firm’s public market commentary—covering themes from oil-price spikes above $100 to AI-driven tech pullbacks—shapes its near-term tactical guidance. The Glen Allen office houses all 14 listed professionals, with no publicly disclosed additional locations. As part of the HUB International ecosystem, the firm taps a national network that oversees $150 billion in plan assets. A key operational marker: the firm publishes quarterly market recaps, with its March 2026 commentary noting heightened geopolitical volatility and recommending diversification over rapid-rebound expectations. Millennium’s structural differentiator is its exclusive advisory role for ten private higher-education closed Multiple Employer Plans. That arrangement embeds the firm directly into campus benefits architecture, giving it captive participant relationships and a recurring communication cycle that most RIAs cannot replicate. The model ties asset gathering to institutional plan mandates rather than the traditional individual-client prospecting funnel.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Glen Allen
Corporate office
120 Eastshore Drive, Suite 305, Glen Allen, VA 23059
Principals
Jordan Smith
Managing Director
Paul Hunt
Executive Vice President
Antonio Kitt
Director, Business Development & Senior Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Millennium Advisory Services?
Managing Director Jordan Smith and Executive Vice President Paul Hunt lead the Glen Allen office. The team of 14 financial consultants provides portfolio management and financial planning, with Brian Collins serving as Chief Investment Officer of the parent entity, HUB Retirement & Private Wealth, providing macroeconomic and market guidance.
How does Millennium Advisory Services source its clients?
Client acquisition follows two distinct paths. For retirement-plan services, the firm serves as the exclusive advisor to ten private higher-education closed Multiple Employer Plans, embedding itself directly into campus benefits programs. For private wealth, it attracts individuals and families through its local presence in Glen Allen and the broader HUB International referral network.
Is Millennium Advisory Services a single family office?
No. Millennium Advisory Services is a registered investment adviser and wealth management practice operating as a local office of HUB Retirement and Private Wealth. It serves multiple individual, high-net-worth, and institutional clients rather than a single family.
Does Millennium Advisory Services participate in fund commitments or only direct mandates?
The firm constructs portfolios using direct allocations to equities, fixed income, and alternative investments alongside its proprietary managed account solutions for 401(k) and 403(b) plans. Its public disclosures emphasize discretionary management and tactical adjustments rather than third-party fund commitments.
What investment stages does Millennium Advisory Services target?
Millennium operates across the individual wealth-accumulation and decumulation spectrum. It guides clients from early-career retirement saving through distribution planning, adjusting savings rates, withdrawal strategies, and asset allocation. The firm does not invest in private companies or venture-stage enterprises.
How is Millennium Advisory Services related to HUB International?
Millennium Advisory Services is an office of HUB Retirement and Private Wealth, which is the retirement-plan and wealth-management division of HUB International, a global insurance brokerage. The parent entity oversees $150 billion in plan assets across 10,000+ retirement plans.
What is Millennium Advisory Services' known posture on co-investments alongside external GPs?
The firm has not publicly disclosed any co-investment activity. Its stated services are limited to discretionary portfolio management, financial planning, and retirement-plan advisory work.
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