Miller Gesko & Co Inc.
- Regulatory AUM
- $183M
- Discretionary
- $131M
- Clients
- 80
- Avg AUM / client
- $2.3M
- Accounts
- 231
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $10.0M | 5.47% |
| High net worth individuals | 40 | $159M | 87.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.3M | 0.71% |
| Charitable organizations | 5 | $12.3M | 6.71% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gesko, Paul, Raymond | President | May 1985 (41y) | 50% – 75% | |
| Robert Lang Miller, Jr | Vice President | CFP | May 1999 (27y) | 25% – 50% |
| Henry Zeller Urban | Chief Compliance Officer | Jan 2004 (23y) | 10% – 25% | |
| Evan John Coppola | Registered representative | Sep 2025 (1y) | ||
| Jeremy Conrad Hudson | Registered representative | Sep 2025 (1y) | ||
| William Norton Hudson | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $182M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗