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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-15-2005
- Office Locations
- 1
Office Locations
About Miller Capital
Miller Capital is an independent, fiduciary investment manager and consultant serving private clients nationwide—individuals, families, private companies, nonprofits, and trustees. The firm builds portfolios through an “Inside Out & Top Down” research process that combines company/industry work with global macro analysis, and provides clear reporting via regular letters and performance reporting. Portfolios are often implemented with ETFs and public funds, with Schwab custody.
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Owner & Executives
MARK ALAN MILLER
Chief Compliance Officer, President
- CRD
- #1516573
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Troy H Williams
--
- CRD
- #6954369
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,602,698 | $1,524,865 |
| Non-Discretionary | $59,964,294 | $2,725,650 |
| Total | $311,566,992 | $1,666,134 |
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Separately Managed Accounts
Total SMA Asset: $311,566,992
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $550,967,196 | 7.7% |
| Public Funds | $1,338,063,191 | 18.7% |
| Municipal Bonds | $1,323,752,355 | 18.5% |
| Cash | $1,552,725,735 | 21.7% |
| Corporate - Investment Grade | $529,500,942 | 7.4% |
| Other | $629,676,796 | 8.8% |
| U.S. Government/Agency | $1,230,731,920 | 17.2% |
| Total | $7,155,418,135 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA UNISON | VERTEX MERIDIAN | DN9Y93W2K | XUX | 5.46% | $41,107,777 |
| OAK FUSION | NORTH VITAL | JBRX6AY58 | MFS | 7.40% | $3,056,197 |
| CATALYST SUMMIT | SUMMIT EMBER | H7KEWQW1I | VDTR | 11.19% | $65,652,845 |
| VALUE BEACON | TIMBER INSIGHT | KR8ZME3FR | CPCJ | 2.15% | $107,155,411 |
| FOCUS EAGLE PRIME | FOUNDATION UNISON | YQ28GCP8A | VAIYK | 1.01% | $40,594,854 |
| CREST CAPITAL | CREST BRIDGE | LQI9QALBX | EHSCY | 3.70% | $99,135,417 |
| RADIAL FUSION | DELTA LEGACY | RML4E12JO | GLMYJ | 11.62% | $38,054,499 |
| VECTOR VERTEX | OPTIMA NORTH | 0GRFTS32Z | WTSTN | 12.36% | $33,741,399 |