Investment adviser · CRD 339220
MILLER FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
SAN JUAN CAPISTRANO, CA, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $127M Form ADV · Item 5.F
- Client accounts
- 360 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 200 | $127,000,000 | 100.0% |
Filing source
Form ADV 2135188 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
29122 RANCHO VIEJO RD, SUITE 101SAN JUAN CAPISTRANO, CA, 92675, United States
CRD 339220
Filing source
Form ADV 2135188 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.