Steven Bradford Miller

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 06/2018
  Abundance Technologies, Inc.
  Cincinnati, OH
• 07/2004 → 06/2018
  Matson Money, Inc
  Cincinnati, OH
• 12/2018 → 12/2023
  Sowell Management Services
  North Little Rock, AR
• 06/2018 → 12/2018
  Unemployed
  Cincinnati, OH
• 08/2020 → 12/2025
  Efficient Advisors
  Cincinnati, OH
• 12/2025 → Present
  Assetmark Financial Holdings, Inc (Afhi)
  Cincinnati, OH
• 12/2025 → Present
  Assetmark, Inc.
  Cincinnati, OH

Previous Registrations

• 2021-05-13 → 2026-06-01
  Efficient Advisors
  Cincinnati, OH
• 2018-12-06 → 2023-12-01
  Sowell Management
  North Little Rock, AR
• 2004-07-13 → 2018-06-27
  Matson Money, Inc.
  Cincinnati, OH

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - VICE PRESIDENT, HEAD OF TAMP AND PLATFORM DISTRIBUTION OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-25

Other Names

• Steve Miller
• Steve Bradford Miller
• Steven Miller