A complete list of active advisors currently associated with Miller Capital Management, Inc.
Warmer can help you find a great advisor at Miller Capital Management, Inc. or one who fits your needs even better.
Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and trusts. The firm reports managing roughly $64.1 million in non‑discretionary assets for a small number of clients, delivering tailored recommendations rather than exercising trading authority on clients’ behalf. The firm’s investment approach emphasizes capital preservation, employing fundamental security analysis and a long‑term buy‑and‑hold strategy. Advisory relationships are individualized: the adviser makes specific recommendations, conducts monthly account reviews, and requires client approval before executing transactions. The firm is closely connected with the principal’s separate accounting practice, to which the principal devotes approximately half of his time, and the brochure discloses that clients may engage the accounting services separately with no obligation to do so. The principal also serves as trustee for several real‑estate trusts and as Treasurer and portfolio manager of a charitable foundation (the foundation is not an MCM client), affiliations that the firm discloses and that are atypical among peers.
To learn more about the advisors currently working at Miller Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 23
|
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