Ryan
Miller

Narwhal Capital Management

CRD#7945294
Investment Advisor
in Marietta, GA

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About this Advisor

Ryan Miller is a financial advisor based in Marietta, Georgia, working with Narwhal Capital Management. Ryan has previously held positions at Renfroe Middle School, Narwhal Capital Management, Georgia Institute Of Technology, Caterpillar, Inc, City Of Avondale Estates, and Decatur High School. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ryan is part of Narwhal Capital Management, which operates out of Marietta, Georgia. The firm has 20 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Narwhal Capital Management includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

531 Roselane Street Suite 420
Marietta, GA 30060

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Narwhal Capital Management Brokerage Details

Total Assets Under Management

$1,583,450,503

GA Average: $3,570,121,308
Total Number of Employees

20

GA Average: 58
Total Number of Accounts

676

GA Average: 1,608
Average Account Size

$2,342,382

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Ryan Miller Work History

2024 - Present (0 year)

Narwhal Capital Management

2023 - Present (1 year)

Georgia Institute Of Technology

2023 - 2023 (< 1 year)

Caterpillar, Inc

2022 - 2023 (1 year)

Georgia Institute Of Technology

2022 - 2022 (< 1 year)

City Of Avondale Estates

2020 - 2022 (2 years)

Georgia Institute Of Technology

2016 - 2020 (4 years)

Decatur High School

2014 - 2016 (2 years)

Renfroe Middle School

Disclosures

Please visit the SEC profile of Ryan Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Narwhal Capital Management

Samuel Frost
Marietta, GA
Ryan Miller
Marietta, GA
Melissa Dotson
Marietta, GA
Thomas Russell
Marietta, GA
Andrew Wilson
Marietta, GA
Harrison Pettigrew
Marietta, GA
Mohammed Ghulam-Reza
Marietta, GA
Benjamin Nye
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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