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Mitchell Robert Miller

Advisor at Hermosa Capital Management, LLC — Hermosa Beach, CA

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Hermosa Beach, CA

Hermosa Capital Management, LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Mitchell Miller is a financial advisor with Hermosa Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Sutter Securities Incorporated since 2019 and Boustead Securities, LLC since 2015. Outside of his advisory roles, Miller serves as CFO of H3 High Security Solutions LLC. Hermosa Capital Management provides non-discretionary investment advisory services primarily to pooled investment vehicles, institutions, and financial intermediaries, and also offers financial planning and consulting. The firm emphasizes fundamental analysis and separate-account portfolio construction, while also marketing third-party investment managers through a sales-and-marketing approach.

Client services

Based on Hermosa Capital Management, LLC

Financial planning Portfolio management Consulting services

Expertise

Based on Hermosa Capital Management, LLC

General retirement planning Business succession planning

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Fee options

Fixed

Fixed fees range from $5,000 to $15,000 depending on service level

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.65% $25,000,001 - $100,000,000: 0.50% $100,000,001 - $250,000,000: 0.50% Over $250,000,000+: Negotiable

Project-based

$200 to $500 per hour

Other

Fee-only: Hourly fees range from $200 to $500; Fixed fees range from $5,000 to $15,000

Location

Hermosa Beach, CA

Hermosa Beach CA

Advisors at this office

1

Most active in

California

Work history

21 years of industry experience

Sutter Securities Incorporated

2019 - Present • 7 years

San Francisco, CA

Boustead Securities, LLC

2015 - Present • 11 years

Irvine, CA

H3 High Security Solutions LLC

2008 - Present • 18 years

Arrowhead, CA

Hermosa Capital Management, LLC

2006 - Present • 20 years

Hermosa Beach, CA

SELF EMPLOYED

2000 - Present • 26 years

Hermosa, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth Founder/Business Owner Intergenerational Families Women's Finance Gen X (Born 1965-1980)
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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George B

CFA®

Palos Verdes Estates, CA

Confido Capital, LLC

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Private / alternative investments Options & derivatives strategies Active portfolio management
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Jeffrey M

Series 65, Series 66

Downey, CA

Kodiak Capital Advisors LLC

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Income planning Cash flow / budgeting
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