MILLER FINANCIAL SERVICES, INC.

Overview

Miller Financial Services, Inc. is an independent registered investment adviser that focuses on fee-based wealth management for individuals and families. The firm, SEC-registered in 2025 and owned by an individual, offers financial planning and portfolio management across personal and small-business relationships, and it lists pension consulting among its advisory activities. Its stated fee model is a percentage of assets under management, and the firm reports a strong tilt toward equities — exchange-traded securities are its most used asset type. The firm operates primarily in a non-discretionary capacity: its entire reported asset base is non-discretionary, which indicates clients retain trading authority and the adviser provides guidance, model recommendations or trade instructions rather than unilateral portfolio trading. Miller Financial Services does not characterize itself as an active ESG investor and is not registered as a multi-state adviser, suggesting a regional footprint and a client service model oriented to local or in-state households and small institutions.

Assets & Accounts

Public Holdings

Location & Offices