Miller Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marshall, MI. Its latest Form ADV filing, dated March 1, 2026, reports $463M in regulatory assets under management, 3 employees, and 1,358 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
508
2
HNWI
11.3%
66
3
Government
1.0%
6
4
Pension Plans
0.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$463Mas of March 1, 2026
Discretionary100.0%
$463M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$463M
Total Accounts1,358
10Y AUM Change+$357M (+338.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee195:1
10Y Employee Change+1 (+50.0%)
* 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.