Miller Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,765,162
Clients
74
Advisors
2
of 5 employees
About
Miller Capital provides discretionary investment management, non-discretionary portfolio advice, and broader financial or wealth management services to individuals (including high‑net‑worth clients), as well as trusts, pension and profit‑sharing plans, corporations, foundations, and other charitable entities. The firm delivers these services under written agreements and offers both ongoing managed accounts and periodic portfolio analysis or consulting engagements.
Investment recommendations and portfolio construction rely primarily on fundamental analysis and are documented in written investment strategies and implementation plans; the firm tailors allocations to clients’ goals and tax attributes and may use individual securities, mutual funds, and ETFs to implement portfolios. For managed accounts the firm performs ongoing monitoring (at least weekly) and acts as a fiduciary under ERISA when advising retirement accounts.
Distinctive features include an unusually high level of assets per advisor—roughly $312 million managed by a single advisory professional—with a large majority of assets managed on a discretionary basis, which is uncommon for similarly supported firms. The firm also maintains more restrictive operational practices than many peers, including a formal code of ethics with strict personal trading rules, an explicit policy not to accept soft‑dollar credits, and an emphasis on bespoke, tax‑aware portfolio tailoring and formal implementation plans.
Client services
Expertise
Fee options
Negotiated fixed annual fees adjustable annually; specific amounts not stated
$0 - $2.5 Million: 0.90% (All Equity or Balanced), 0.50% (Fixed Income) $2.5 Million - $5 Million: 0.80% (All Equity or Balanced), 0.45% (Fixed Income) $5 Million - $7.5 Million: 0.70% (All Equity or Balanced), 0.40% (Fixed Income) $7.5 Million - $10 Million: 0.60% (All Equity or Balanced), 0.35% (Fixed Income) $10 Million+: 0.50% (All Equity or Balanced), 0.30% (Fixed Income) $0 - $2.5 Million: 0.80% (Complete Portfolio Analysis), 0.60% (Limited Portfolio Analysis), 0.80% (Asset Allocation Management) $2.5 Million - $5 Million: 0.70% (Complete Portfolio Analysis), 0.55% (Limited Portfolio Analysis), 0.70% (Asset Allocation Management) $5 Million - $7.5 Million: 0.60% (Complete Portfolio Analysis), 0.50% (Limited Portfolio Analysis), 0.60% (Asset Allocation Management) $7.5 Million - $10 Million: 0.50% (Complete Portfolio Analysis), 0.45% (Limited Portfolio Analysis), 0.50% (Asset Allocation Management) $10 Million+: 0.40% (Complete Portfolio Analysis), 0.35% (Limited Portfolio Analysis), 0.40% (Asset Allocation Management)
Hourly fees charged rarely; specific rates not stated
Fee-only: Hourly fees charged rarely; negotiated fixed annual fees adjustable annually
Main office
5600 New King Drive, Suite 220
Troy MI 48098
Advisors at this office
2
Most active in
Michigan
Also doing business as
Miller Capital · Miller Capital Partners · Miller Capital Partners, Inc.
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.
Quick links
Advisors at this firm
Mark M
CFA®, Series 63
Troy, MI
Miller Capital
Mark Miller is a CFA® charterholder with 16 years of industry experience, serving as a financial advisor at Miller Capital since 1999. He holds the Series 63 designation and is based in Troy, MI. In addition to his advisory role, Miller serves as a co-trustee for several personal and family trusts, managing investment-related responsibilities in a fiduciary capacity. Miller Capital provides discretionary investment management, portfolio advice, and financial planning services to individuals, trusts, pension and profit-sharing plans, corporations, foundations, and charitable organizations. The firm emphasizes fundamental analysis and tax-aware portfolio construction, managing a high level of assets per advisor with predominantly discretionary accounts and maintaining formal compliance and ethical standards.
Troy W
CFA®
Troy, MI
Miller Capital
Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.
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