MILLERGROUP INVESTMENTS LLC

Overview

Millergroup Investments LLC is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fee menu that includes a percentage-of-AUM model alongside hourly, fixed and performance-based fees, which allows it to serve both traditional advisory relationships and arrangements tied to alternative-manager performance. Millergroup shows a clear equity preference: exchange-traded equities are the dominant asset class in the portfolios it manages. The adviser does not position itself as an active ESG investor and is structured as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices