# Miller Financial Services LLC

> Miller Financial Services LLC is an SEC-registered investment advisory firm in Marshall, MI, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 143788
- Filed as: MILLER FINANCIAL SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marshall, MI
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143788
- AdvisorCensus page: https://advisorcensus.com/firm/miller-financial-services-llc-marshall-mi-143788

## Quick answers

**How is Miller Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Miller Financial Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Miller Financial Services LLC located?**
Miller Financial Services LLC's principal office is in Marshall, MI, according to its Form ADV.

**Is Miller Financial Services LLC registered with the SEC or a state?**
Miller Financial Services LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 143788.

**How much does Miller Financial Services LLC manage?**
Miller Financial Services LLC reports $462,860,424 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Miller Financial Services LLC's assets and staff changed since 2021?**
In the Form ADV data for Miller Financial Services LLC: Regulatory assets under management: $209,109,316 in the October 2021 data and $462,860,424 in the October 2026 data, up 121%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Miller Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (508); high net worth individuals (66); state or municipal government entities (including government pension plans) (6).

**Which custodians does Miller Financial Services LLC use?**
Miller Financial Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Miller Financial Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143788

**What changed in Miller Financial Services LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- TIAA-CREF Individual & Institutional Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $462,860,424
- Discretionary: $462,860,424
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 508 | $109,997,349 |
| High net worth individuals | 66 | $184,552,790 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $20,195,948 |
| Charitable organizations | Fewer than 5 | $2,104,101 |
| State or municipal government entities (including government pension plans) | 6 | $135,825,521 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,184,715 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, MI, NE, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- millerfinancialplanning.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,109,316 | 3 | March 8, 2021 |
| October 2022 | $262,178,259 | 3 | March 21, 2022 |
| October 2023 | $272,998,777 | 3 | February 7, 2023 |
| October 2024 | $327,979,001 | 3 | February 26, 2024 |
| October 2025 | $411,077,007 | 3 | March 21, 2025 |
| October 2026 | $462,860,424 | 3 | September 15, 2026 |

Regulatory assets under management: $209,109,316 in the October 2021 data and $462,860,424 in the October 2026 data, up 121%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NE.

### March 2026
- Regulatory assets under management went from $411,077,007 to $462,860,424 (+13%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Financial Services LLC (CRD 143788): Form ADV filing data as of October 2026.