MILLER, FLEMING & ASSOCIATES

Overview

Miller, Fleming & Associates is an owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-assets arrangement with fixed fees, and it reports a clear tilt toward publicly traded equities as its principal allocation. The firm is not an active ESG investor and is not registered as a multi-state adviser. Its practice blends discretionary and non-discretionary mandates, suggesting a mix of fully managed portfolios and client-directed accounts. Filings classify the firm as a corporation under individual ownership and list its primary business activity as portfolio management. Investment activity centers on exchange-traded equities, with supplementary use of mutual funds and annuities for core allocations or income needs. The adviser also uses third-party managers for select alternative exposures in real estate, commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices