# Trusted Financial Advisors

Trusted Financial Advisors is a Venture Capital based in San Francisco, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **Website:** trustedfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/trusted-ventures

## Regulatory record

- **CRD number:** 171795
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171795

## About

Trusted Financial is now accepting clients! Please contact us! 1-949-249-2057 Trusted Financial Advisors - Gary Miller: Certified Financial Planner® serving Orange County, California and investors throughout the United States. Trusted Financial Advisors serves clients whose investment and

## Sectors

- Real Estate
- Technology
- Healthcare

## People

- Gary E. Miller — Certified Financial Planner; founder

## Questions

### How does Trusted Financial Advisors construct client portfolios?

The firm builds balanced portfolios for individuals, blending equities with significant allocations to fixed income such as bonds and preferred stock. In its March 2026 quarterly report, the firm noted that these balanced portfolios generally produced losses of around 2% during a quarter when the S&P 500 fell 7.3% (per the firm, March 2026). The approach is designed for capital preservation as much as for growth, with allocations tailored to each client's financial plan.

### What investment philosophy drives sell decisions at Trusted Financial Advisors?

Gary Miller emphasizes technical analysis over long-term fundamental conviction when deciding to exit positions. He monitors price action, volume, and moving averages, citing the late market technician Martin Zweig's maxim, 'don't fight the tape.' The firm's commentary describes exiting holdings like Meta in March 2026 and American Tower in early 2021 based on breaks below key support levels, rather than a negative reassessment of the underlying businesses.

### How does Trusted Financial Advisors respond during periods of equity market stress?

The firm responds to market stress with tactical position sales designed to limit losses early. In March 2026, amid volatility tied to U.S. interest rate policy and Middle Eastern geopolitical tensions, Miller sold a big-bank ETF and liquidated Meta, describing both moves as small but necessary losses to avoid larger drawdowns. During early 2021, a similar logic drove the sale of holdings like Equinix and Zoetis as pandemic-era tech stocks broke down technically.

### Does Trusted Financial Advisors manage institutional capital or pooled funds?

There is no public evidence that Trusted Financial Advisors manages institutional separate accounts, pooled funds, or co-mingled vehicles. The firm’s website describes services for individual clients, including investment management and financial planning. Its commentary consistently refers to 'Active' client accounts and individually developed portfolios, pointing to a high-net-worth and mass-affluent retail client base rather than an institutional allocation program.

### What is the firm’s relationship to 'Trusted Ventures' or any venture capital arm?

There is no indication that the firm operates a venture capital arm or does business as 'Trusted Ventures.' Publicly available materials show only 'Trusted Financial Advisors,' an RIA led by Gary Miller. The firm’s website describes its services as investment management and financial planning for individuals, with no mention of venture investing, startup funding, or a separate entity operating in private markets.

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- [Trust China](https://altss.com/profile/trust-china)
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Last updated: 2026-06-03T20:00:00.000Z

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