Miller Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and tailored portfolio management to individual investors as well as trusts, estates, and business entities. Founded in 2026, it documents client goals and implements investment programs across equities, fixed income, ETFs, and alternative investment ETFs.
The firm employs a discretionary, research-driven approach that may use fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios, with periodic reviews for rebalancing and tax-loss harvesting. It offers an options overlay strategy using exchange-listed options, including defined‑risk spreads, to modify risk and enhance income, and clients may elect margin or derivatives exposure where suitable.
Noteworthy for this regulatory profile, the firm emphasizes one-on-one portfolio management for individual clients rather than operating or advising private funds. The firm also leaves proxy voting to clients by default, offers option writing strategies (which can include uncovered positions) within managed accounts, and relies on custodial account statements rather than providing additional reporting.
Client services
Expertise
Fee options
1.00% annually (0.25% quarterly) for Equity/Bond/Alternatives Strategy and Options Overlay Strategy; options overlay fee is in addition to base fee and applied to full account value; fees may be negotiable
Account minimum: $25,000 (may be lowered or waived at firm's discretion)
Main office
Henderson NV
Advisors at this office
1
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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