# Miller Tabak Asset Management

Miller Tabak Asset Management is a Bank / Wealth / Trust based in Matawan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Matawan, United States
- **Region:** North America
- **Address:** Matawan, NJ, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** millertabakam.com
- **LinkedIn:** https://www.linkedin.com/company/miller-tabak-asset-management

## Regulatory record

- **CRD number:** 147381
- **SEC file number:** 801-69239
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147381

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- Hunter Frey — Investment Committee
- Jim Langley — Investment Committee
- Kevin (KC) Baer — Investment Committee
- Kathleen McNamara, CFA — Investment Committee
- Chris Yanney — Investment Committee

## Questions

### What is the core investment strategy at Miller Tabak Asset Management?

The firm runs two distinct strategies: active management of high-quality municipal bonds, selected for improving credit characteristics and geographic diversity, and a concentrated large-cap growth equity strategy built on an 'Invest as Business Owners' process. The municipal side targets tax-exempt income with low principal risk, while the equity side aims for reasonable, consistent growth.

### Is Miller Tabak Asset Management a registered investment advisor?

The website does not explicitly state its regulatory registration, but as a US-based entity providing investment advisory and portfolio management services to individuals and institutions since 2008, it operates under an SEC or state RIA registration. No publicly available Form ADV summary was reviewed for this profile.

## Related profiles

- [Miller Investment Management](https://altss.com/profile/miller-investment-management)
- [Millington Financial Advisors](https://altss.com/profile/millington-financial-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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