Miller Capital

Miller Capital provides discretionary investment management, non-discretionary portfolio advice, and broader financial or wealth management services to individuals (including high‑net‑worth clients), as well as trusts, pension and profit‑sharing plans, corporations, foundations, and other charitable entities. The firm delivers these services under written agreements and offers both ongoing managed accounts and periodic portfolio analysis or consulting engagements.

Investment recommendations and portfolio construction rely primarily on fundamental analysis and are documented in written investment strategies and implementation plans; the firm tailors allocations to clients’ goals and tax attributes and may use individual securities, mutual funds, and ETFs to implement portfolios. For managed accounts the firm performs ongoing monitoring (at least weekly) and acts as a fiduciary under ERISA when advising retirement accounts.

Distinctive features include an unusually high level of assets per advisor—roughly $312 million managed by a single advisory professional—with a large majority of assets managed on a discretionary basis, which is uncommon for similarly supported firms. The firm also maintains more restrictive operational practices than many peers, including a formal code of ethics with strict personal trading rules, an explicit policy not to accept soft‑dollar credits, and an emphasis on bespoke, tax‑aware portfolio tailoring and formal implementation plans.