JC Miano Investment Advisory Service

Overview

JC Miano Investment Advisory Service is a small, owner-operated registered investment adviser that has been SEC-registered since 2007. Structured as a sole proprietorship and run by an individual owner, the firm focuses on portfolio management for individual and family clients and small-business owners. Its fees are charged as a percentage of assets under management and the practice is primarily discretionary. The firm’s reported asset allocation tilts toward equities, with a notable use of non-exchange-traded equity positions and allocations into private-placement opportunities. JC Miano Investment Advisory Service does not position itself as an ESG investor, does not provide pension consulting, and is not designated as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives