Miller Financial Services, Inc.

Overview

Miller Financial Services, Inc. is an independent, individual-owned registered investment adviser that reports SEC registration in 2025 and bills clients on a percentage-of-AUM basis. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser. A notable operational detail is that the firm classifies itself as non–capital allocator and indicates its advisory work is concentrated on direct client relationships rather than managing external manager platforms or a family office.

Assets & Accounts

Public Holdings

Investments & Alternatives