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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 17, 2026, reported AUM increased 29.6%, from $240.4M to $311.6M.
Across 5 reported observations, AUM increased 42.5% between June 30, 2022 and March 17, 2026, from $218.6M to $311.6M.
Of the latest reported AUM, 80.8% is discretionary and 19.2% is non-discretionary.
The firm reports 2 advisory representatives and 76 clients, or 38 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Miller Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Investment Analyst
- 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
SMA allocation detail is available
Miller Capital has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Miller Capital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.