Miller Financial Services, Inc.
Firm details
- Headquarters
- San Juan Capastrano, California
- CRD number
- 339220
- Registered since
- December 8, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Miller Financial Services, Inc. is an independent, corporation-structured registered investment adviser. The firm registered with the SEC in 2025 and is owned by an individual. Its client focus is individuals and families, and it charges fees as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1Easton Miller
Owner, PresidentCRD 6893606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan Capastrano, CA
Orange
Location
San Juan Capastrano, CA
Headquartered in San Juan Capastrano, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 29122 Rancho Viejo Rd
- Time zone
- PT (UTC-8)
- Office locations
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