A complete list of active advisors currently associated with Miser Asset Management
Warmer can help you find a great advisor at Miser Asset Management or one who fits your needs even better.
Miser Asset Management is a state‑registered advisory firm with three advisors and roughly $55.7 million in assets under management, serving individuals, trusts, estates and business entities through portfolio management, financial consulting and periodic educational seminars. The firm provides both ongoing investment management (discretionary and non‑discretionary) and financial planning, and typically requires a $500,000 minimum for managed accounts (waivable at the firm’s discretion). The firm uses a mix of analytical approaches — including fundamental, technical/charting, cyclical and economic analysis — and implements strategies ranging from long‑ and short‑term purchases to strategic asset allocation, ETFs, structured notes and limited indirect exposure to crypto ETFs. While Miser can manage accounts on a discretionary basis, the bulk of its reported AUM is non‑discretionary, and the firm also integrates complementary services such as tax preparation, insurance advice and educational workshops into client relationships. Distinctive features disclosed in the ADV include affiliates that provide tax, insurance and legal services, licensed representatives who also act as insurance agents and real estate agents, and related real estate investment activity through a separately managed fund and manager. The brochure also discloses a 2025 consent order with state regulators concerning minimum net capital and recordkeeping violations, which resulted in a civil penalty and required continuing‑education for the firm’s principal.
To learn more about the advisors currently working at Miser Asset Management, 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.
You can also browse Miser Asset Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
South Weber, UT
| 1
| |
Knoxville, TN
| 15
| |
Cape Coral, FL
| 1
|
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