JC MIANO INVESTMENT ADVISORY SERVICE

RIASEC RegisteredEst. 2007
Total AUM
$54.5M
Discretionary
$54.2M
99% of AUM
Avg account
$1.1M
Accounts
51
Employees
1
Advisory reps
1

Firm details

Headquarters
UTICA, New York
CRD number
132484
Registered since
March 13, 2007
Custodians
MORGAN STANLEY & CO. LLC, STIFEL NICOLAUS & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI72.17%
  • Individuals27.83%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

JC Miano Investment Advisory Service is a small, single-practitioner RIA focused on portfolio management for individual and family clients and small businesses. The firm operates as a sole proprietorship under owner JC Miano and has been SEC-registered since 2007. Its stated business model centers on discretionary portfolio management with a fee model tied to a percentage of assets under management. Investment preferences skew toward equities, with an emphasis on non-exchange traded positions and direct/private placements. The firm appears to run concentrated, account-level strategies rather than large multi-manager or institutional sleeve programs, and it uses third‑party private placement vehicles when accessing alternative opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 63%, US Government Bonds 12%, Cash & Cash Equivalents 12%, Other 5%, State & Local Bonds 4%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 1%63%
  • Non-Exchange Traded Equities63%
  • US Government Bonds12%
  • Cash & Cash Equivalents12%
  • Other5%
  • State & Local Bonds4%

Contacts

1 of 1
  • JOHN MIANO

    OwnerCRD 4889942

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

UTICA, NY

ONEIDA

Location

UTICA, NY

Headquartered in UTICA, NY, in the Northeast of the United States.

Region
Northeast
County
ONEIDA
Address
258 Genesee St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth