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 operating as a corporation and registered with the SEC since 2005. The firm serves both high-net-worth individuals and families as well as institutional clients, and describes itself as a capital allocator that also provides direct portfolio management and financial planning. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of third-party advisers. Miller Capital does not identify as an ESG-focused manager and is not flagged as a multi-state or newly formed adviser. The firm’s owner type is listed as individual, and it operates with an independent RIA classification.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Troy Williams
Investment AnalystCRD 6954369
MARK MILLER
PresidentCRD 1516573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$52.2M in ETFs
80%
$41.6M
1%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $8.9M | 41,559 | 17.13% |
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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