SAN JUAN CAPISTRANO, CACRD 339220Latest ADV March 6, 2026
Miller Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Juan Capistrano, CA. Its latest Form ADV filing, dated March 6, 2026, reports $127M in regulatory assets under management, 3 employees, and 360 accounts.
Assets Under Management
$127M
Employees
3
Offices
--
Total Clients
200
Primary office
SAN JUAN CAPISTRANO, CA
29222 RANCHO VIEJO RD., STE 119, SAN JUAN CAPISTRANO, CA, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
200
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$127M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$127M
Total Accounts360
10Y AUM Change+$127M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change+2 (+200.0%)
* 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.