Wealth manager, independent · Matawan, NJ
Miller Tabak Asset Management
Mt Asset Management, LLC · SEC-registered investment adviser · CRD 147381 · SEC 801-69239
At a glance
Miller Tabak Asset Management is an SEC-registered investment adviser based in Matawan, New Jersey, with $1.2 billion in regulatory assets under management as of its Form ADV filed May 15, 2026. Its largest client group by assets is individuals, and it reports 936 individual clients. By Form ADV it is a wealth manager, ranked 1,249th of 8,915 wealth managers and 4,758th of 17,210 SEC-registered advisers by assets.
Main office 212-850-8103millertabakam.comAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among wealth managers
- #1,249 of 8,915
- Rank among all SEC RIAs
- #4,758 of 17,210
- Rank in New Jersey
- #85 of 392
- Individual clients
- 936
- High-net-worth clients
- 0
- Accounts
- 936
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Hunter W. FreyCeo/chief Compliance Officer
Custody and brokerage
Custodian
Miller Tabak Asset Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed May 2026) names American Global Wealth Management, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Hunter Frey, CEO/CCO of MTAM, is a registered representative of American Global Wealth Management, Inc, a registered broker/dealer, member FINRA, and also serves as a fractional COO of Global Investment Advisory, an independent registered i
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 936 | $1.2B | 100% |
Disciplinary disclosures
Miller Tabak Asset Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗millertabakam.com ↗
AtlasMembers
The full record on Miller Tabak Asset Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 2,942 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Miller Tabak Asset Management manage?
Miller Tabak Asset Management reports $1.2 billion in regulatory assets under management across 936 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 15, 2026.
What kind of firm is Miller Tabak Asset Management?
Miller Tabak Asset Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Miller Tabak Asset Management’s clients?
By assets, its largest client types are individuals ($1.2 billion, 936 clients).
Does Miller Tabak Asset Management have any disciplinary history?
Miller Tabak Asset Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Miller Tabak Asset Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →