# Miller Tabak Asset Management

> Miller Tabak Asset Management is an SEC-registered investment advisory firm in Matawan, NJ, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 147381
- Filed as: MILLER TABAK ASSET MANAGEMENT
- Legal name: MT Asset Management, LLC
- Also doing business as: MTAM, MILLER TABAK ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Matawan, NJ
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147381
- AdvisorCensus page: https://advisorcensus.com/firm/miller-tabak-asset-management-matawan-nj-147381

## Quick answers

**How is Miller Tabak Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Miller Tabak Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Miller Tabak Asset Management located?**
Miller Tabak Asset Management's principal office is in Matawan, NJ, according to its Form ADV.

**Is Miller Tabak Asset Management registered with the SEC or a state?**
Miller Tabak Asset Management is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147381.

**How much does Miller Tabak Asset Management manage?**
Miller Tabak Asset Management reports $1,243,793,228 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Miller Tabak Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Miller Tabak Asset Management: Regulatory assets under management: $1,094,821,214 in the October 2021 data and $1,243,793,228 in the October 2026 data, up 14%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Miller Tabak Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (936).

**Does Miller Tabak Asset Management 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/147381

**Does Miller Tabak Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated May 15, 2026 says: "In general, a minimum of $300,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size."

**What changed in Miller Tabak Asset Management's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> In general, a minimum of $300,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,243,793,228
- Discretionary: $1,243,793,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 936 | $1,243,793,228 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,094,821,214 | 8 | July 8, 2021 |
| October 2022 | $1,067,766,492 | 8 | July 13, 2022 |
| October 2023 | $1,180,183,387 | 8 | July 14, 2023 |
| October 2024 | $1,303,957,443 | 8 | July 9, 2024 |
| October 2025 | $1,404,047,596 | 8 | July 10, 2025 |
| October 2026 | $1,243,793,228 | 9 | May 15, 2026 |

Regulatory assets under management: $1,094,821,214 in the October 2021 data and $1,243,793,228 in the October 2026 data, up 14%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $1,460,773,564 to $1,243,793,228 (-15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Tabak Asset Management (CRD 147381): Form ADV filing data as of October 2026.