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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Catalyst northMeridian +more
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
About Brown | Miller Wealth Management, LLC
Brown | Miller Wealth Management is a Virginia-based fiduciary RIA delivering plan-first personal wealth management. The team builds comprehensive financial plans and custom investment strategies for retirement, wealth accumulation, and investing, then provides ongoing monitoring with frequent review meetings to adapt as life changes. Staff include CFP®, CIMA®, and CRPC® professionals, with 90+ combined years in wealth management.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ALAN MILLER
FOUNDER, PRINCIPAL
- CRD
- #4506377
- Ownership
- 75% or more
CHRISTOPHER WILLIAM BROWN
FOUNDER, MANAGING PRINCIPAL, Principal
- CRD
- #2302099
- Ownership
- 25% but less than 50%
Eagle ridge
Eagle beacon
- CRD
- #44920
- Ownership
- 31.7%
Showing 2 of 3 owners & executives
Unlock allContacts
Hunter Brooks Adams
Financial Advisor, General Partner
- CRD
- #7415345
TIMOTHY STEVEN FLANIGAN
--
- CRD
- #5294298
Ember frontier
Radial eagle
- CRD
- #52073
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $943,026,308 | $365,798 |
| Non-Discretionary | $48,036,819 | $381,245 |
| Total | $991,063,127 | $366,517 |
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Separately Managed Accounts
Total SMA Asset: $991,063,127
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $735,073,437 | 13.0% |
| Equity - Exchange | $1,187,426,321 | 21.0% |
| Equity - OTC | $1,272,242,487 | 22.5% |
| Cash | $1,351,404,242 | 23.9% |
| Municipal Bonds | $1,108,264,567 | 19.6% |
| Total | $5,654,411,054 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VERTEX | PIONEER PRIME | L4AGM4LYA | ZEKNB | 6.64% | $38,747,289 |
| FOCUS FOUNDATION VALUE | PEAK ATLAS | 7RBP9Q76S | RAV | 8.60% | $16,320,344 |
| ELEMENT ATLAS EMBER | VECTOR PRIME | CH9PQMG6G | NHAH | 5.04% | $63,010,006 |
| PEAK CAPITAL | GLACIER OPTIMA | TQW9U86TL | GYBB | 7.43% | $27,575,837 |
| SIGNAL EAGLE | QUANTUM MOMENTUM | W9WJRJQ1S | UTU | 10.96% | $84,661,628 |
| FOUNDATION VECTOR | TIMBER VALUE | JWQZLNT4H | BTRCP | 10.35% | $67,429,909 |
| PIONEER ATLAS FUSION | ZENITH MOMENTUM | VAGAUBOJ2 | QXABB | 10.46% | $67,720,930 |
| OPTIMA ATLAS VALUE | WAVE SUMMIT | EELMZECSY | QPA | 10.17% | $108,778,481 |