Lee J. Miller

MILLER CAPITAL MANAGEMENT

BETHESDA, MD 20814

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CRD#: 2556241

Professional summary

Lee Jason Miller, CFP® is a registered financial advisor currently at MILLER CAPITAL MANAGEMENT, INC. located in Bethesda, Maryland.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lee has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LEE J. MILLER, CPA, P.C. 8218 WISCONSIN AVENUE, SUITE 402, BETHESDA, MD 20814. I AM THE PRINCIPAL IN THIS PUBLIC ACCOUNTING PRACTISE.CURRENTLY, LEE J. MILLER SPENDS APPROXIMATELY 50% OF THE TIME ENGAGED IN HIS CPA PRACTICE. MR. MILLER SERVES ON THE BOARD OF DIRECTORS OF A CHARITABLE FOUNDATION AND SERVES AS ITS VICE PRESIDENT AND TREASURER. MR. MILLER SERVES AS THE TRUSTEE OF SEVERAL TRUSTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Jason Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

January 21, 2011 - Present

MILLER CAPITAL MANAGEMENT, INC.

Office #1: 4905 Del Ray Avenue Suite 308, Bethesda, MD 20814

RIA

CRD#: 115475

BETHESDA, MD

Past

December 21, 1994 - November 12, 2002

MILLER CAPITAL MANAGEMENT, INC.

RIA

CRD#: 115475

BETHESDA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/21/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/1994

Uniform Investment Adviser Law Examination

Current Firm

MILLER CAPITAL MANAGEMENT, INC.

CRD#: 115475 / SEC#:

Maryland

Registered Investment Advisory firm - (10/28/2002 Approved)

Virginia

Registered Investment Advisory firm - (11/12/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4905 Del Ray Avenue Suite 308, Bethesda, MD 20814

Mailing Address

Phone number

(301) 986-9442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 55,749,722

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
07/02/2024	Cover Page	Report
08/24/2023	Cover Page	Report
12/20/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lee J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Jason Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLER CAPITAL MANAGEMENT, INC.

MILLER CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/1994

Current Firm

MILLER CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILLER CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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