Miller Financial Services, Inc.
● SEC registered since 2025CRD 339220SEC# 801-134912San Juan Capistrano, CA
Reg. AUM
$127M
Employees
3
Accounts
360
Location
San Juan Capistrano, CA
Miller Financial Services, Inc. assets under management
Miller Financial Services, Inc. is an SEC-registered investment adviser based in San Juan Capistrano, CA. The firm has been registered since 2025. It reports $127 million in regulatory assets under management and employs 3 people.
Miller Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Easton Daniel Miller Control | Owner, President, Cco | Over 75% | 2022 |
Frequently asked questions
How much does Miller Financial Services, Inc. manage?
Miller Financial Services, Inc. reports $127 million in regulatory assets under management on its Form ADV.
How many employees does Miller Financial Services, Inc. have?
Miller Financial Services, Inc. reports 3 employees.
Where is Miller Financial Services, Inc. located?
Miller Financial Services, Inc. is based in San Juan Capistrano, CA and has been SEC-registered since 2025.
Does Miller Financial Services, Inc. disclose fund performance?
Miller Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29222 Rancho Viejo Rd., Ste 119, San Juan Capistrano, CA 92675 |
| Phone | 949-218-9419 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127Mregulatory AUM
Discretionary $0Non-discretionary $127M