M
CRD: 339220
Miller Financial Services, Inc.
$127.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value oakMatrix +more
- Established Date
- 12-08-2025
- Office Locations
- 1
Office Locations
29222 Rancho Viejo Rd. STE 119 SAN Juan Capistrano CA
About Miller Financial Services, Inc.
Miller Financial Services, Inc. is a SAN Juan Capistrano-based RIA. The firm has been operating for 0 years. Managing $127.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$127.0M AVG AUM / ADVISOR
$635.0K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Capital Unison atlas
Client Personas
Focus Pioneer element
Custodian
Legacy
Investment Themes
Foundation Momentum value
Investment Vehicles
Oak
Services
Beacon Legacy Glacier Pathway element Horizon
Technology
Crest Prime fusion Harbor bridge
Owner & Executives
E
EASTON DANIEL MILLER
Chief Compliance Officer, Owner, President
- CRD
- #6893606
- Ownership
- 75% or more
(731) 583-9116
unison.eagle@radialcapital.com
in linkedin.com/in/north-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $127,000,000 | $352,778 |
| Total | $127,000,000 | $352,778 |
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Separately Managed Accounts
Total SMA Asset: $127,000,000
Public Funds:
50.9% Equity - Exchange:
31.3% Cash:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,075,388,911 | 50.9% |
| Equity - Exchange | $2,506,083,947 | 31.3% |
| Cash | $1,425,185,121 | 17.8% |
| Total | $8,006,657,979 | 100.0% |