# Miller Financial Services

Miller Financial Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339220
- **SEC file number:** 801-134912
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339220

## About

Miller Financial Services, Inc. is an SEC-registered investment adviser in San Juan Capistrano, CA, registered since 2025. The firm manages approximately $127 million in assets. It has 3 employees and 1 investment adviser.

## Sectors

- Financial Services
- Private Credit
- Real Estate

## Questions

### What types of investments does Miller Financial Services make?

The firm is active in private credit, real estate debt, and structured finance. It originates senior secured loans and mezzanine debt to middle-market companies, and also participates in real estate acquisitions through joint ventures with operating partners. The firm does not appear to invest in public equities or venture capital.

### Does Miller Financial Services participate in fund commitments or only direct deals?

Miller Financial Services primarily engages in direct lending and real estate investments, not fund-of-funds commitments. It originates and holds loans and real estate assets on its own balance sheet or for its managed accounts. The firm does not appear to be an LP in external private equity or venture funds.

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Last updated: 2026-06-03T20:00:00.000Z

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