Miller Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Miller Financial Services reports 200 individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $127M across 360 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $127M | 100.0% | $635K |
| Total | 200 | $127M | 100% | $635K |
- Clients
- 200
- Regulatory AUM
- $127M
- AUM share
- 100.0%
- Avg. per client
- $635K
Total
- Clients
- 200
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $635K
- 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
- 101–250
Miller Financial Services charges 1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting/Management
- Retirement plan consulting and management is 1.00% of assets under management, paid quarterly in advance.
Easton Miller owns 75% or more of Miller Financial Services. The leadership team of Miller Financial Services includes President Easton Miller. It has 3 employees, 1 of them in advisory roles.
Leadership
- Easton MillerOwner, President, CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Miller Financial Services, Inc.
Easton Miller
Control person · since December 2022
Besides its headquarters, Miller Financial Services has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 29122 Rancho Viejo RD, Suite 101, San Juan CapistranoHQ
Contact and registration details
- Legal name
- Miller Financial Services, Inc.
- Headquarters
- 29122 Rancho Viejo RD, Suite 101, San Juan Capistrano, CA 92675
- Phone
- 949-218-9419
- SEC file
- 801-134912
- Structure
- California corporation
- Fiscal year end
- December
Miller Financial Services’ named custodian for separately managed accounts is Charles Schwab ($127M). Miller Financial Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $127M100%
At year end, Miller Financial Services’ separately managed accounts were mostly in funds (70%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds70%
- Cash10%
How many clients does Miller Financial Services have?
Miller Financial Services has 200 clients and manages $127 million for them, as of September 2026. They include 200 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Miller Financial Services offer?
Miller Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Miller Financial Services charge?
Miller Financial Services charges 1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Miller Financial Services use?
Miller Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $127M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Miller Financial Services have?
Miller Financial Services has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Miller Financial Services invest in?
At the end of its last fiscal year, Miller Financial Services’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities and 10% 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 Financial Services?
Miller Financial Services’ direct owner is Easton Miller (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Miller Financial Services get paid?
Miller Financial Services is paid through a percentage of assets under management. 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 Financial Services?
Miller Financial Services’ main office is at 29122 Rancho Viejo RD, Suite 101, San Juan Capistrano, CA 92675. Its phone number is 949-218-9419. Its website is millerfinancialservicesinc.com.