# Miller Avenue Advisors LLC

> 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.

- CRD: 313523
- Filed as: MILLER AVENUE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313523
- AdvisorCensus page: https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523

## Quick answers

**How is Miller Avenue Advisors LLC compensated?**
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).

**What does Miller Avenue Advisors LLC's brochure say about its fees?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Miller Avenue Advisors LLC located?**
Miller Avenue Advisors LLC's principal office is in Mill Valley, CA, according to its Form ADV.

**Is Miller Avenue Advisors LLC registered with the SEC or a state?**
Miller Avenue Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 313523.

**How much does Miller Avenue Advisors LLC manage?**
Miller Avenue Advisors LLC reports $281,245,132 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Miller Avenue Advisors LLC's assets and staff changed since 2024?**
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.

**What types of clients does Miller Avenue Advisors LLC serve?**
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).

**Which custodians does Miller Avenue Advisors LLC use?**
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.

**Does Miller Avenue Advisors LLC 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/313523

**Does Miller Avenue Advisors LLC state an account minimum?**
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."

**What changed in Miller Avenue Advisors LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

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

- Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)

> Miller Avenue Advisors charges an annual investment advisory fee based on the total assets under management that ranges from 0.10% to 1%.

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> 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.

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

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: $281,245,132
- Discretionary: $281,245,132
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $8,493,109 |
| High net worth individuals | 68 | $271,679,319 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,072,704 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- milleraveadvisors.com
- LinkedIn @miller-avenue-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $123,187,596 | 3 | March 29, 2024 |
| October 2025 | $186,498,056 | 3 | March 19, 2025 |
| October 2026 | $281,245,132 | 3 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $186,498,056 to $281,245,132 (+51%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Avenue Advisors LLC (CRD 313523): Form ADV filing data as of October 2026.