Miser Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,680,051
Total clients
67
36% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$831,046
About
Miser Asset Management provides portfolio management, financial consulting, and periodic educational seminars to individuals, trusts, estates, and business entities, serving both high‑net‑worth and non‑HNW clients. The firm also coordinates related services through affiliated providers for tax preparation, insurance, and legal needs.
The firm offers both discretionary and non‑discretionary investment arrangements under written advisory agreements and charges asset‑based fees; in practice, the large majority of assets are managed on a non‑discretionary basis (over 90% of AUM). Investment decisions draw on a mix of fundamental, technical, cyclical and economic analysis and employ strategic asset allocation across instruments that can include ETFs, structured notes, and limited exposure to crypto‑linked ETFs.
Compared with many peers, Miser has several uncommon affiliations and activities: its representatives are licensed to sell insurance and to act as real estate agents, firm personnel run a sponsored real estate investment fund, and the adviser coordinates services with related tax and wealth entities. The firm also disclosed a 2025 consent order with the state securities regulator addressing net capital and recordkeeping deficiencies and continues to offer free educational workshops to current and prospective clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001+: 0.30% annually
Insurance commissions earned separately by licensed insurance agents who are also representatives of the firm.
Account minimum: $500,000 Fee-only: No commissions; asset-based fee only; financial consulting and educational seminars are free.
Main office location
Miser Asset Management
12802 Kingston Pike, Suite 102
Knoxville TN 37934, United States
Number of offices
2
Most active in
Tennessee · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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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