MILLER FINANCIAL SERVICES LLC

CRD 143788File 801-110021

APPROVED

Retail clients

Custody

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$462.9M

Above cohort median (national)

Discretionary AUM

$462.9M

Clients

584

1,358 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 7, 2017
Principal office: 1001 W MICHIGAN AVE, MARSHALL, MI, 49068
Phone: 269-781-5129
Website: HTTP://WWW.MILLERFINANCIALPLANNING.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $462.9M
Discretionary AUM: $462.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,358
Non-discretionary accounts: 0
Total accounts: 1,358
AUM per client: $793K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$10.2M
Charitable organizations	Fewer than 5	$2.1M
High net worth individuals	66	$184.6M
Pension and profit sharing plans	4	$20.2M
State or municipal government entities	6	$135.8M
Individuals (other than high net worth individuals)	508	$110.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.