# Miller Financial Group, LLC

> Miller Financial Group, LLC is a state-registered investment advisory firm in Portland, OR, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 139249
- Filed as: MILLER FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139249
- AdvisorCensus page: https://advisorcensus.com/firm/miller-financial-group-llc-portland-or-139249

## Quick answers

**How is Miller Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Miller Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Miller Financial Group, LLC located?**
Miller Financial Group, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Miller Financial Group, LLC registered with the SEC or a state?**
Miller Financial Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 139249.

**How much does Miller Financial Group, LLC manage?**
Miller Financial Group, LLC reports $82,833,569 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**What types of clients does Miller Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (21).

**Does Miller Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139249

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $82,833,569
- Discretionary: $82,833,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $51,109,547 |
| High net worth individuals | 21 | $31,724,022 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- millerfinancial.biz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Financial Group, LLC (CRD 139249): Form ADV filing data as of October 2026.