MILLER AVENUE ADVISORS LLC

Overview

Miller Avenue Advisors LLC is an independent, limited liability RIA focused on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates under a mixed fee model (percentage of AUM and fixed fees) and concentrates client assets in publicly traded pooled vehicles as its core implementation method. Miller Avenue Advisors is not positioned as a capital allocator but does employ third‑party managers for select alternative exposures. The adviser is not identified as an active ESG investor and its regulatory registration dates to 2024. Investment activity centers on using mutual funds and other public pooled vehicles to build diversified client portfolios, with supplemental allocations to real estate-focused alternatives and REITs. Services emphasize ongoing portfolio management and planning rather than pension consulting or multi-state institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices