{
  "crd_number": 104777,
  "slug": "albitz-miloe-and-associates-inc-torrance-ca-104777",
  "primary_business_name": "ALBITZ/MILOE AND ASSOCIATES, INC.",
  "legal_name": "ALBITZ/MILOE AND ASSOCIATES, INC.",
  "dbas": [],
  "city": "Torrance",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-10-19",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 820648864.0,
  "raum_discretionary": 818688615.0,
  "raum_non_discretionary": 1960249.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4221556.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 179981119.0,
      "count": 445
    },
    "pension_profit_sharing": {
      "raum": 1435011.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 633271463.0,
      "count": 212
    },
    "corporations_other_businesses": {
      "raum": 1739715.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "NV",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://albitzmiloe.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104777",
  "city_as_filed": "TORRANCE",
  "url": "https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777",
  "display_name": "ALBITZ/MILOE and Associates, Inc.",
  "summary": "ALBITZ/MILOE and Associates, Inc. is an SEC-registered investment advisory firm in Torrance, CA, registered since 1984, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. ALBITZ/MILOE and Associates, Inc. (CRD 104777): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is ALBITZ/MILOE and Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ALBITZ/MILOE and Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is ALBITZ/MILOE and Associates, Inc. located?",
      "a": "ALBITZ/MILOE and Associates, Inc.'s principal office is in Torrance, CA, according to its Form ADV."
    },
    {
      "q": "Is ALBITZ/MILOE and Associates, Inc. registered with the SEC or a state?",
      "a": "ALBITZ/MILOE and Associates, Inc. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 104777."
    },
    {
      "q": "How much does ALBITZ/MILOE and Associates, Inc. manage?",
      "a": "ALBITZ/MILOE and Associates, Inc. reports $820,648,864 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have ALBITZ/MILOE and Associates, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for ALBITZ/MILOE and Associates, Inc.: Regulatory assets under management: $477,501,746 in the October 2021 data and $820,648,864 in the October 2026 data, up 72%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ALBITZ/MILOE and Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (212)."
    },
    {
      "q": "Which custodians does ALBITZ/MILOE and Associates, Inc. use?",
      "a": "ALBITZ/MILOE and Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ALBITZ/MILOE and Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104777"
    },
    {
      "q": "What changed in ALBITZ/MILOE and Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $703,538,620 to $820,648,864 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 477501746.0,
      "total_employees": 5,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 576008815.0,
      "total_employees": 5,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 534717392.0,
      "total_employees": 5,
      "filing_date": "2023-05-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 605514625.0,
      "total_employees": 5,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 703538620.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 820648864.0,
      "total_employees": 5,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $703,538,620 to $820,648,864 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 445,
      "fewer_than_5": false,
      "raum": 179981119.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 212,
      "fewer_than_5": false,
      "raum": 633271463.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1435011.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4221556.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1739715.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104777",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}