{
  "crd_number": 313523,
  "slug": "miller-avenue-advisors-llc-mill-valley-ca-313523",
  "primary_business_name": "MILLER AVENUE ADVISORS LLC",
  "legal_name": "MILLER AVENUE ADVISORS LLC",
  "dbas": [],
  "city": "Mill Valley",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 281245132.0,
  "raum_discretionary": 281245132.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8493109.0,
      "count": 12
    },
    "pension_profit_sharing": {
      "raum": 1072704.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 271679319.0,
      "count": 68
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "NH"
  ],
  "websites": [
    "https://linkedin.com/company/miller-avenue-advisors?viewAsMember=true",
    "https://milleraveadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313523",
  "city_as_filed": "MILL VALLEY",
  "url": "https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523",
  "display_name": "Miller Avenue Advisors LLC",
  "summary": "Miller Avenue Advisors LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Miller Avenue Advisors LLC (CRD 313523): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Miller Avenue Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Miller Avenue Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Miller Avenue Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it); Subscription: $8,000 to $30,000 a year (Ongoing Financial Planning and Consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Miller Avenue Advisors LLC located?",
      "a": "Miller Avenue Advisors LLC's principal office is in Mill Valley, CA, according to its Form ADV."
    },
    {
      "q": "Is Miller Avenue Advisors LLC registered with the SEC or a state?",
      "a": "Miller Avenue Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 313523."
    },
    {
      "q": "How much does Miller Avenue Advisors LLC manage?",
      "a": "Miller Avenue Advisors LLC reports $281,245,132 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Miller Avenue Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Miller Avenue Advisors LLC: Regulatory assets under management: $123,187,596 in the October 2024 data and $281,245,132 in the October 2026 data, up 128%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Miller Avenue Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (12); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Miller Avenue Advisors LLC use?",
      "a": "Miller Avenue Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Miller Avenue Advisors LLC 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/313523"
    },
    {
      "q": "Does Miller Avenue Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Miller Avenue Advisors requires a minimum of $3,000,000 to open an account. In certain instances, the minimum account size may be lowered or waived at Miller Avenue Advisors’ discretion.\""
    },
    {
      "q": "What changed in Miller Avenue Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $186,498,056 to $281,245,132 (+51%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123187596.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186498056.0,
      "total_employees": 3,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 281245132.0,
      "total_employees": 3,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $186,498,056 to $281,245,132 (+51%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $8,000 to $30,000 a year (Ongoing Financial Planning and Consulting fees)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Miller Avenue Advisors charges an annual investment advisory fee based on the total assets under management that ranges from 0.10% to 1%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Miller Avenue Advisors requires a minimum of $3,000,000 to open an account. In certain instances, the minimum account size may be lowered or waived at Miller Avenue Advisors’ discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $8,000 to $30,000 a year (Ongoing Financial Planning and Consulting fees)"
        ],
        "quotes": [
          "Generally, Ongoing Financial Planning and Consulting fees range from $8,000 to $30,000/year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 8000.0,
          "max": 30000.0,
          "period": "annual",
          "service": "Ongoing Financial Planning and Consulting fees"
        }
      ]
    },
    "quotes": [
      "Miller Avenue Advisors charges an annual investment advisory fee based on the total assets under management that ranges from 0.10% to 1%.",
      "Miller Avenue Advisors requires a minimum of $3,000,000 to open an account. In certain instances, the minimum account size may be lowered or waived at Miller Avenue Advisors’ discretion.",
      "Generally, Ongoing Financial Planning and Consulting fees range from $8,000 to $30,000/year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "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/miller-avenue-advisors-llc-mill-valley-ca-313523.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 8493109.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 271679319.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1072704.0
    }
  ],
  "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/313523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}