This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley ยท Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
About JC Miano Investment Advisory Service
JC Miano Investment Advisory Service is a Utica-based RIA. The firm has been operating for 32 years. Managing $54.5M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and Stifel.
Reported data analysis
What the numbers show
Between February 23, 2025 and March 13, 2026, reported AUM increased 8.9%, from $50.1M to $54.5M.
Across 5 reported observations, AUM increased 8.4% between March 16, 2022 and March 13, 2026, from $50.3M to $54.5M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review JC Miano Investment Advisory Service's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Vehicles
Unlock the underlying categories and values
The full JC Miano Investment Advisory Service record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHRISTOPHER MIANO
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,160,000 | $1,083,200 |
| Non-Discretionary | $359,400 | $359,400 |
| Total | $54,519,400 | $1,069,008 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
JC Miano Investment Advisory Service has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.