SourcingSourcing

MILLER CAPITAL PARTNERS, INC.

B64
CRD 124489·SEC 801-64489·TROY, MI
AUM
$311.6M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$935K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILLER CAPITAL PARTNERS, INC.
CRD
124489
SEC file #
801-64489
EIN
383348147
DBA names
Miller Capital

Economics

AUM
$311.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$155.8M → $311.6M▲ +100%
Client mix
Individuals High Net Worth67
Individuals Other7
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
TROY MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
millercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, MARK, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MILLER, MARK, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MILLERCAPITAL.COM
Rdap Domain Creation Date
1997-08-25T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111377
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002111377-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5600 NEW KING DRIVESUITE 220TROY, MI 48098
Business
5600 NEW KING DRIVESUITE 220TROY, MI 48098
Edgar EIN
383348147
Edgar Recent Filings
13F-HR2026-05-14 · 0002111377-26-000003
13F-HR2026-02-17 · 0002111377-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-24T04:00:00Z
Rdap Domain Last Changed
2024-05-18T12:26:22Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1516573
Trust Company Affiliate
No

People (2)

2
MILLER, MARK, ALAN
IAR · Direct Owner · 87.5%
1516573
Troy H Williams
IAR
6954369