LEE MILES LLC

Overview

Lee Miles LLC is a small, independent registered investment adviser that focuses on serving individuals and families, as well as small-business owners. The firm combines financial planning, portfolio management and insurance brokerage, positioning itself to deliver investment management alongside insurance and annuity solutions. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded instruments. The firm also incorporates third-party alternative managers—principally hedge funds and real estate exposures—into client portfolios when appropriate. Educational seminars and workshops are part of its outreach, indicating an emphasis on client education and relationship-driven advisory work. Lee Miles LLC charges fees on a percentage-of-assets-under-management basis and may apply other fee arrangements where appropriate. It is not flagged as an active ESG investor and operates as a single-state adviser, which suggests a localized client base and compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices