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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-21-1994
- Office Locations
- 1
Office Locations
About Miller Capital Management, Inc.
Miller Capital Management is an independent fiduciary RIA serving private clients—individuals, families, private companies, nonprofits, and trust trustees—nationwide. The firm provides investment management and consulting (including consolidated performance reporting) backed by an “Inside Out & Top Down” research process combining company/industry work with global macro analysis. Portfolios are primarily implemented with ETFs and U.S. government/agency bonds.
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Owner & Executives
LEE JASON MILLER
Owner, President
- CRD
- #2556241
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,132,917 | -- |
| Total | $64,132,917 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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