Miller Tabak Asset Management

Overview

Miller Tabak Asset Management began in 2008 as an investment advisory practice in Matawan, New Jersey. The principals—including Investment Committee members Hunter Frey, Jim Langley, and Kathleen McNamara, CFA—oversee portfolios built around two distinct sleeves of capital. The firm originated within a broader financial-services heritage going back to 1988, though the asset-management entity itself was established two decades later. The primary fixed-income sleeve concentrates on active management of high-quality municipal bonds. The team targets credits with improving fundamentals while maintaining geographic and economic diversification across the portfolio. On the equity side, the firm runs a focused large-cap growth strategy built on an “Invest as Business Owners” process—benchmark-aware stock selection concentrated in durable compounders. Institutional, private-client, and governmental mandates run across both sleeves, with a stated emphasis on generating reasonable, consistent growth without elevated principal risk. Team composition leans toward senior practitioners. The ten named professionals on the website include Scott Brown, CMT, a chartered market technician, and Jean Fidone-Schroer, who holds both CIMA and AIF designations. No real-asset arms, club memberships, or philanthropic foundations are disclosed. The firm’s architecture diverges from the standard registered investment advisor by running a specialized municipal-bond book—an asset class typically dominated by separately managed accounts at larger trust banks—alongside a concentrated equity growth strategy. This pairing creates capital-efficient tax planning for taxable US clients who need both the tax shield of municipals and the compounding of a select equity portfolio, all under one roof in a single advisory relationship. MILLER TABAK ASSET MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-15, it reported 9 employees; 936 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.