Miller Asset Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,102,632
Clients
48
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$1,231,305
About
Miller Asset Solutions provides discretionary portfolio management and investment counsel to individuals, trusts, estates, charitable organizations and corporations, with individual clients comprising the majority of its assets. Services focus on custom portfolios built from publicly traded equities, equity options, exchange-traded funds and mutual funds, with ongoing account oversight and periodic written reporting.
The firm follows an Absolute Return, deep-value investment approach grounded in bottom-up fundamental research and opportunistic investments across capital structures and geographies. Portfolios are managed in a relatively concentrated, high-conviction manner with explicit risk controls, limited industry exposure, a minimalist trading philosophy, and the firm’s personnel investing alongside clients.
A distinctive feature is the availability of a performance-based fee option subject to a high-watermark and limited to qualified clients — an arrangement that is uncommon among independent advisers. To address the incentives such fee arrangements can create, the firm documents client objectives through a Statement of Investment Objectives, provides quarterly custodian statements and detailed commentary, and favors multi-year client relationships.
Client services
Financial planning
Portfolio management
Advisor manages a 401(k) with 15 participants
Advisor manages a 401(k) with 15 participants
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $3,000,000: 1.0% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50%
20% of net profits on first $5 million of assets; assessed annually; minimum assets of $1,000,000 or net worth of $2,000,000 required
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for Asset-Based Fee option; Minimum annual fee of $5,625 for Performance-Based Fee option Fee-only: Asset-Based Fee or lower Asset-Based Fee plus Performance-Based Fee
Main office location
Miller Asset Solutions LLC
Charlottesville VA, United States
Number of offices
2
Most active in
Miller Asset Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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