Miller Capital
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 124489
- Registered since
- July 15, 2005
- Website
- millercapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.76%
- Corporations / Businesses2.83%
- Individuals1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Miller Capital is an independent registered investment adviser that has been SEC-registered since 2005 and is owned by an individual proprietor. The firm acts as a capital allocator to its clients and serves both individual/family and institutional relationships. Its advisory mandate covers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Miller Capital does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds35%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Troy Williams
Investment AnalystCRD 6954369
Mark Miller
PresidentCRD 1516573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$56.9M in ETFs
80%
$45.4M
2%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $9.8M | 41,539 | 17.27% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 5600 New King Dr
- Time zone
- ET (UTC-5)
- Office locations
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