# ALBITZ/MILOE and Associates, Inc.

> 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.

- CRD: 104777
- Filed as: ALBITZ/MILOE AND ASSOCIATES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104777
- AdvisorCensus page: https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777

## Quick answers

**How is ALBITZ/MILOE and Associates, Inc. compensated?**
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).

**How much does ALBITZ/MILOE and Associates, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (Quarterly Report Advisory Service); Flat fee: $125 to $1,000 a quarter (Quarterly Report Advisory Service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is ALBITZ/MILOE and Associates, Inc. located?**
ALBITZ/MILOE and Associates, Inc.'s principal office is in Torrance, CA, according to its Form ADV.

**Is ALBITZ/MILOE and Associates, Inc. registered with the SEC or a state?**
ALBITZ/MILOE and Associates, Inc. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 104777.

**How much does ALBITZ/MILOE and Associates, Inc. manage?**
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).

**How have ALBITZ/MILOE and Associates, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does ALBITZ/MILOE and Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (212).

**Which custodians does ALBITZ/MILOE and Associates, Inc. use?**
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.

**Does ALBITZ/MILOE and Associates, Inc. report any disciplinary disclosures?**
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

**What changed in ALBITZ/MILOE and Associates, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $703,538,620 to $820,648,864 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $250 an hour (Quarterly Report Advisory Service)

> The hourly fees start at $250/hour dependent upon the scope of work.

- Flat fee: $125 to $1,000 a quarter (Quarterly Report Advisory Service)

> Flat fees range between $125 and $1,000 per quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $820,648,864
- Discretionary: $818,688,615
- Non-discretionary: $1,960,249

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 445 | $179,981,119 |
| High net worth individuals | 212 | $633,271,463 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,435,011 |
| Charitable organizations | Fewer than 5 | $4,221,556 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,739,715 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1984 (41 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- albitzmiloe.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $477,501,746 | 5 | March 24, 2021 |
| October 2022 | $576,008,815 | 5 | March 8, 2022 |
| October 2023 | $534,717,392 | 5 | May 25, 2023 |
| October 2024 | $605,514,625 | 5 | March 18, 2024 |
| October 2025 | $703,538,620 | 5 | March 31, 2025 |
| October 2026 | $820,648,864 | 5 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $703,538,620 to $820,648,864 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ALBITZ/MILOE and Associates, Inc. (CRD 104777): Form ADV filing data as of October 2026.