Brian Miller
245 Investments · Novato, California
Brian Miller is a fee-only financial advisor at 245 Investments in Novato, California. 245 Investments reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | 245 Investments |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $4.5M across 12 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5284486 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.245invest.com |
How Brian's firm compares
- 245 Investments's average account is about $377,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Brian
Is Brian Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and 245 Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, 245 Investments, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Brian Miller based?
Brian Miller is based in Novato, California.
Is Brian Miller registered with the SEC?
Yes. Brian Miller is registered as an investment adviser representative in CA (CRD 5284486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 245 Investments manage?
245 Investments reports $4.5M across 12 accounts in assets under management.
How do I contact Brian Miller?
Through Brian's website, www.245invest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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