MILLER FINANCIAL GROUP, LLC

Overview

Miller Financial Group, LLC is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a compact advisory model: nearly all client assets are managed on a discretionary basis and the business combines AUM-based advisory fees with hourly billing for planning or consulting work. Miller Financial Group does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. Investment activity centers on pooled public strategies—mutual funds and other public funds represent the bulk of client portfolios—while the firm supplements those core allocations with a selection of third‑party alternative managers and insurance and credit products. Custody is concentrated at Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Investments & Alternatives

Location & Offices