{"url":"https://nivawealth.com/firms/miller-investment-management-108380","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108380","regulatoryAum":7104869806,"crd":"108380","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5113001","suffix":"III","lastName":"EVANS","firstName":"ELWYN","middleName":null},{"crd":"7200494","suffix":null,"lastName":"Harnish","firstName":"Daniel","middleName":"Joseph"},{"crd":"1896754","suffix":null,"lastName":"LETTER","firstName":"TIMOTHY","middleName":"PATRICK"},{"crd":"832683","suffix":null,"lastName":"MILLER","firstName":"HENRY","middleName":"SCOTT"},{"crd":"6701182","suffix":"Jr.","lastName":"Miller","firstName":"Henry","middleName":"Scott"},{"crd":"6617710","suffix":null,"lastName":"Parrett","firstName":"Clayton","middleName":"Patrick"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-30","regulatoryAum":4024226215,"clients":203,"employees":22,"offices":4},{"filedOn":"2022-05-04","regulatoryAum":5500719806,"clients":220,"employees":21,"offices":4},{"filedOn":"2023-05-02","regulatoryAum":5088526105,"clients":205,"employees":21,"offices":3},{"filedOn":"2024-04-30","regulatoryAum":6375388552,"clients":219,"employees":23,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":5694821204,"clients":186,"employees":19,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":7104869806,"clients":183,"employees":18,"offices":2}],"secFileNumber":"801-56027","legalName":"Miller Investment Management, LP","displayName":"Miller Investment Management","slug":"miller-investment-management-108380","website":"https://millerinv.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/108380/af82f927d23af7ab-r1.webp","tone":"light","width":238,"height":200,"sourceUrl":"https://www.millerinv.com/","sourceLabel":"Miller Investment Management, LP, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/millerinv.com/","founded":null,"organization":"Pennsylvania limited partnership","fiscalYearEnd":"December","headquarters":{"street":"One Tower Bridge, Ste 1400","city":"West Conshohocken","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19428-2874"},"tradeNames":[],"registration":{"secApproved":"19 November 1998","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":40691135.09677419,"staff":{"employees":18,"advisory":7,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":7104869806,"discretionary":1775592906,"discretionaryAccounts":217,"nonDiscretionary":5329276900,"nonDiscretionaryAccounts":91,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":28,"regulatoryAum":9470818},{"label":"High-net-worth individuals","clients":127,"regulatoryAum":6297655122},{"label":"Pooled investment vehicles","clients":18,"regulatoryAum":637764033},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1101980},{"label":"Charitable organizations","clients":10,"regulatoryAum":158877853}],"feePrograms":[{"role":"main","program":"Separately managed accounts","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036145","versionId":1036145,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:32:42.472913+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036145","versionId":1036145,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":5206763547},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":624105880},{"name":"Bank of America Private Bank","shortName":"Bank of America Private Bank","location":"Dallas, TX","smaAssets":417316431}],"custodyNote":"Miller Investment Management has custody of $655M in client assets for 20 clients.","otherCustodians":[],"leadership":[{"name":"Christine Dostillio","title":"Chief Compliance Officer, Chief Financial Officer","crd":"7418886"},{"name":"Henry Miller","title":"Managing Partner","crd":"832683"},{"name":"Paul Isaac","title":"Limited Partner","crd":"831464"}],"ownership":[{"label":"Strategic Advisors","detail":"Limited partner in the 25% to 50% ownership band and a control person, since July 1998."},{"label":"Paul Isaac","detail":"Limited partner in the 5% to 10% ownership band, since August 2001."},{"label":"Paul F Miller, JR. GST Tet Dated 6/25/1985","detail":"Limited partner in the 5% to 10% ownership band, since July 2018."},{"label":"Paul F Miller, JR. GST Tet Dated","detail":"Limited partner in the 5% to 10% ownership band, since July 2018."},{"label":"Sujoda Investments, LP","detail":"Limited partner in the 5% to 10% ownership band, since September 2022."},{"label":"Henry Miller","detail":"Indirect owner: a shareholder of Strategic Advisors International, Inc. in the 75% or more band and a control person, since July 1996.","parent":"Strategic Advisors International, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"717 Fifth Avenue","city":"New York"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"One Tower Bridge, Ste 1400","city":"West Conshohocken","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-834-9820","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":70},{"label":"Securities issued by registered investment companies or business development companies","percent":24},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":12},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108380/PDF/108380.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036145","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Miller Investment Management have?","answer":"Miller Investment Management has 183 clients and manages $7.1 billion for them, as of March 2026. They include 127 high-net-worth individuals, 28 individual clients and 18 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Miller Investment Management offer?","answer":"Miller Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Miller Investment Management charge?","answer":"Miller Investment Management charges up to 1.00% a year for its Separately managed accounts. The fee is billed in advance and is negotiable.","source":"FIRM BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Miller Investment Management use?","answer":"Miller Investment Management’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $5.21B, Pershing LLC (Jersey City, NJ), with $624M and Bank of America Private Bank (Dallas, TX), with $417M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Miller Investment Management have?","answer":"Miller Investment Management has 6 investment adviser representatives registered with state securities authorities, out of 18 employees, and 7 perform investment advisory functions. 1 employee is a registered representative 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Miller Investment Management invest in?","answer":"At the end of its last fiscal year, Miller Investment Management’s separately managed accounts held 70% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents. It advises 12 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Miller Investment Management?","answer":"Miller Investment Management’s direct owners are Strategic Advisors (25% to 50%), Paul Isaac (5% to 10%), Paul F Miller, JR. GST Tet Dated 6/25/1985 (5% to 10%), Paul F Miller, JR. GST Tet Dated (5% to 10%), Sujoda Investments, LP (5% to 10%) and Henry Miller (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Miller Investment Management get paid?","answer":"Miller Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Miller Investment Management?","answer":"Miller Investment Management’s main office is at One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874. Its phone number is 610-834-9820. 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