M
Miller Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,209,374
Clients
9
100% 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
9
Very LowAverage account size
$6,801,042
About
Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and trusts. The firm reports managing roughly $64.1 million in non‑discretionary assets for a small number of clients, delivering tailored recommendations rather than exercising trading authority on clients’ behalf.
The firm’s investment approach emphasizes capital preservation, employing fundamental security analysis and a long‑term buy‑and‑hold strategy. Advisory relationships are individualized: the adviser makes specific recommendations, conducts monthly account reviews, and requires client approval before executing transactions.
The firm is closely connected with the principal’s separate accounting practice, to which the principal devotes approximately half of his time, and the brochure discloses that clients may engage the accounting services separately with no obligation to do so. The principal also serves as trustee for several real‑estate trusts and as Treasurer and portfolio manager of a charitable foundation (the foundation is not an MCM client), affiliations that the firm discloses and that are atypical among peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
1% annually, billed quarterly on quarter-end fair market value
$400 per hour for financial planning and consulting services
Account minimum: $500,000
Main office location
Miller Capital Management, Inc.
4905 Del Ray Avenue, Suite 308
Bethesda MD 20814, United States
Number of offices
1
Most active in
Miller Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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