Jc Miano Investment Advisory Service is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Utica, NY. Its latest Form ADV filing, dated March 13, 2026, reports $55M in regulatory assets under management, 1 employee, and 51 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
31
2
HNWI
39.2%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$55Mas of March 13, 2026
Discretionary99.3%
$54M
99% of total RAUM99.3%
Non-discretionary0.7%
$359K
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$55M
Total Accounts51
10Y AUM Change+$519K (+1.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.