# Miller Financial Services, INC.: new SEC registration, $127M AUM, San Juan Capistrano, CA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Miller Financial Services, INC. |
| Legal name | Miller Financial Services, INC. |
| CRD | 339220 |
| Status | Approved |
| Registered with the SEC | 2025-12-08 |
| Latest Form ADV filing | 2026-09-28 |
| Location | San Juan Capistrano, CA, United States |
| Regulatory AUM | $127,000,000 |
| Accounts | 360 |
| Employees | 3 |
| Website | http://millerfinancialservicesinc.com |

## Why this score
- $127M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339220). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.