Miller Avenue Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Miller Avenue Advisors reports 81 clients. They include 68 high-net-worth individuals, 12 individual clients and 1 pension or profit-sharing plan. Of its assets, 100.0% ($281M across 459 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 3% |
| High-net-worth individuals | 84% | 97% |
| Pension and profit-sharing plans | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $8.49M | 3.0% | $708K |
| High-net-worth individuals | 68 | $272M | 96.6% | $4M |
| Pension and profit-sharing plans | 1 | $1.07M | 0.4% | $1.07M |
| Total | 81 | $281M | 100% | $3.47M |
- Clients
- 12
- Regulatory AUM
- $8.49M
- AUM share
- 3.0%
- Avg. per client
- $708K
- Clients
- 68
- Regulatory AUM
- $272M
- AUM share
- 96.6%
- Avg. per client
- $4M
- Clients
- 1
- Regulatory AUM
- $1.07M
- AUM share
- 0.4%
- Avg. per client
- $1.07M
Total
- Clients
- 81
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- $3.47M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Miller Avenue Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- Annual fee of up to 1.00% of the included plan assets, negotiable, billed quarterly in arrears.
- Ongoing Financial Planning and Consulting
- Generally $8,000 to $30,000 a year, negotiated per engagement and billed quarterly in arrears.
Alexander Boeri owns 50% to 75% of Miller Avenue Advisors. It has 3 employees.
Leadership
- Alexander BoeriManaging Member, Investment Advisor Representative, CCO
- Benjamin SampsonPartner
- Eric StrongManaging Member, Investment Advisor Representative
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Alexander Jordan Boeri
- Benjamin Russel Sampson
- Eric Thomas Strong
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Miller Avenue Advisors LLC
Alexander Boeri
Control person · since March 2021
- Owns 50% to 75% of Miller Avenue Advisors LLC
Eric Strong
Control person · since July 2021
- Owns 5% to 10% of Miller Avenue Advisors LLC
Benjamin Sampson
Control person · since January 2026
Miller Avenue Advisors’ regulatory assets grew 2.3× from $123M (March 2024) to $281M (March 2026); clients rose from 44 to 81 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $281M | 81 | 3 | 1 |
| March 2025 | $186M | 63 | 3 | 1 |
| March 2024 | $123M | 44 | 3 | 1 |
Besides its headquarters, Miller Avenue Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 129 Miller Avenue, Suite 622, Mill ValleyHQ
Contact and registration details
- Legal name
- Miller Avenue Advisors LLC
- Headquarters
- 129 Miller Avenue, Suite 622, Mill Valley, CA 94941
- Website
- milleraveadvisors.com
- Phone
- 415-888-8472
- @miller-avenue-advisors
- SEC file
- 801-130114
- Founded
- 2021
- Structure
- California LLC
- Fiscal year end
- December
Miller Avenue Advisors uses Charles Schwab ($245M) as custodian for its separately managed accounts. Miller Avenue Advisors has custody of $36.1M in client assets for 44 clients.
- Charles SchwabCharles Schwab · Westlake, TX · $245M100%
At year end, Miller Avenue Advisors’ separately managed accounts were mostly in funds (79%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds79%
- Cash3%
How many clients does Miller Avenue Advisors have?
Miller Avenue Advisors has 81 clients and manages $281 million for them, as of March 2026. They include 68 high-net-worth individuals, 12 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Miller Avenue Advisors offer?
Miller Avenue Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Miller Avenue Advisors use?
Miller Avenue Advisors’ separately managed account assets are held at Charles Schwab (Westlake, TX), with $245M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Miller Avenue Advisors have?
Miller Avenue Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Miller Avenue Advisors invest in?
At the end of its last fiscal year, Miller Avenue Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Miller Avenue Advisors?
Miller Avenue Advisors’ direct owners are Alexander Boeri (50% to 75%), Eric Strong (50% to 75%) and Benjamin Sampson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Miller Avenue Advisors get paid?
Miller Avenue Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Miller Avenue Advisors?
Miller Avenue Advisors’ main office is at 129 Miller Avenue, Suite 622, Mill Valley, CA 94941. Its phone number is 415-888-8472. Its website is milleraveadvisors.com.