Miller Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Miller Capital Partners reports 76 clients. They include 67 high-net-worth individuals, 7 individual clients, and 2 corporations and other businesses. Of its assets, 80.8% ($252M across 165 accounts) are managed with discretion; $60M across 22 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | 1% |
| High-net-worth individuals | 88% | 96% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7 | $4.42M | 1.4% | $631K |
| High-net-worth individuals | 67 | $298M | 95.8% | $4.45M |
| Corporations and other businesses | 2 | $8.8M | 2.8% | $4.4M |
| Total | 76 | $312M | 100% | $4.1M |
- Clients
- 7
- Regulatory AUM
- $4.42M
- AUM share
- 1.4%
- Avg. per client
- $631K
- Clients
- 67
- Regulatory AUM
- $298M
- AUM share
- 95.8%
- Avg. per client
- $4.45M
- Clients
- 2
- Regulatory AUM
- $8.8M
- AUM share
- 2.8%
- Avg. per client
- $4.4M
Total
- Clients
- 76
- Regulatory AUM
- $312M
- AUM share
- 100%
- Avg. per client
- $4.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Miller Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Mark Miller owns 75% or more of Miller Capital Partners. The leadership team of Miller Capital Partners includes President Mark Miller. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Miller Capital Partners, Inc.
Mark Miller
Control person · since July 1999
Miller Capital Partners’ regulatory assets grew 1.7× from $185M (March 2021) to $312M (March 2026); clients were 76 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $312M | 76 | 5 | 1 |
| Mar 2025March 2025 | $240M | 76 | 4 | 1 |
| Mar 2024March 2024 | $226M | 92 | 4 | 1 |
| Mar 2023March 2023 | $191M | 85 | 4 | 1 |
| Jun 2022June 2022 | $219M | 80 | 4 | 1 |
| Mar 2021March 2021 | $185M | 78 | 4 | 1 |
Besides its headquarters, Miller Capital Partners has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 5600 New King Drive, Suite 220, TroyHQ
Other business names
Miller Capital Partners has reported 1 other business name to the SEC.
- Miller Capital
Contact and registration details
- Legal name
- Miller Capital Partners, Inc.
- Headquarters
- 5600 New King Drive, Suite 220, Troy, MI 48098
- Website
- millercapital.com
- Phone
- 248-901-1650
- @gomillercapital
- SEC file
- 801-64489
- Founded
- 1999
- Structure
- Michigan corporation
- Fiscal year end
- December
Miller Capital Partners’ named custodian for separately managed accounts is Charles Schwab ($250M). Miller Capital Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $250M100%
At year end, Miller Capital Partners’ separately managed accounts were mostly in stocks (59%) and funds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $257M across 258 positions; the largest are Lam Research Corp. (16.8%), ASML Hldg NV (5.7%) and Vanguard Specialized Funds (3.8%).
What the accounts hold
- Stocks59%
- Funds35%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash1%
- Other1%
- Other includes the following assets types: real estate investment trusts.1%
How many clients does Miller Capital Partners have?
Miller Capital Partners has 76 clients and manages $312 million for them, as of March 2026. They include 67 high-net-worth individuals, 7 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Miller Capital Partners offer?
Miller Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Miller Capital Partners use?
Miller Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $250M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Miller Capital Partners have?
Miller Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 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 Capital Partners invest in?
At the end of its last fiscal year, Miller Capital Partners’ separately managed accounts held 59% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Other Includes the Following Assets Types: Real Estate Investment Trusts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Miller Capital Partners?
Miller Capital Partners’ direct owner is Mark Miller (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Miller Capital Partners get paid?
Miller Capital Partners is paid through a percentage of assets under management, hourly charges 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 Capital Partners?
Miller Capital Partners’ main office is at 5600 New King Drive, Suite 220, Troy, MI 48098. Its phone number is 248-901-1650. Its website is millercapital.com.