Mark Herbert Miller
Investment adviser representative at One Capital Management, LLC
13 yearsExperience
2 statesRegistered in
$8.5BFirm assets
24 yearsFirm in business
Are you Mark Herbert Miller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- One Capital Management, LLCMay 2022 to now
- UnemployedJan 2022 to May 2022
- First Trust Portfolios L. P.Jan 2013 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5742278
- Firm CRD
- 114861