AdvisorCensus / Financial advisors / Texas / Dallas / Miller Global Investments, L.L.C.
Miller Global Investments, L.L.C. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Miller Global Investments, L.L.C. compensated?
On its Form ADV (Item 5.E, October 2026), Miller Global Investments, L.L.C. reports these compensation arrangements: a percentage of assets under its management.
What does Miller Global Investments, L.L.C.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Up to $3,000,000: 0.9% a year; $3,000,000 to $5,000,000: 0.7% a year; $5,000,000 to $10,000,000: 0.5% a year; Above $10,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Miller Global Investments, L.L.C. located?
Miller Global Investments, L.L.C.'s principal office is in Dallas, TX, according to its Form ADV.
Is Miller Global Investments, L.L.C. registered with the SEC or a state?
Miller Global Investments, L.L.C. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 114683.
How much does Miller Global Investments, L.L.C. manage?
Miller Global Investments, L.L.C. reports $199,373,525 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Miller Global Investments, L.L.C.'s assets and staff changed since 2021?
In the Form ADV data for Miller Global Investments, L.L.C.: Regulatory assets under management: $141,116,816 in the October 2021 data and $199,373,525 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Miller Global Investments, L.L.C. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (42); other (5).
Which custodians does Miller Global Investments, L.L.C. use?
Miller Global Investments, L.L.C.'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 Miller Global Investments, L.L.C. 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/114683
Does Miller Global Investments, L.L.C. state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The minimum account size for separately managed accounts is generally $2,000,000, but we will occasionally accept smaller accounts at our sole discretion."
What changed in Miller Global Investments, L.L.C.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $174,443,380 to $199,373,525 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $3,000,000 | 0.9% |
| $3,000,000 to $5,000,000 | 0.7% |
| $5,000,000 to $10,000,000 | 0.5% |
| Above $10,000,000 | 0.3% |
The brochure's wording
We charge a quarterly management fee based on assets under management values. Clients shall pay to Manager an amount per year (an “Asset Based Fee”) equal to the following based on the total net market value of the accounts under management.
0.90% on the first $3 million of total net market value
0.70% on the next $2 million of total net market value
0.50% on the next $5 million of total net market value
0.30% on the balance in excess of $10 million of total net market value
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size for separately managed accounts is generally $2,000,000, but we will occasionally accept smaller accounts at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$199,373,525 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- MILLER GLOBAL MANAGEMENT, L.P.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $199,373,525 | 2 | March 23, 2026 |
| October 2025 | $174,443,380 | 2 | April 21, 2025 |
| October 2024 | $154,667,675 | 2 | March 27, 2024 |
| October 2023 | $152,024,956 | 3 | March 27, 2023 |
| October 2022 | $164,775,737 | 3 | March 25, 2022 |
| October 2021 | $141,116,816 | 3 | March 30, 2021 |
Regulatory assets under management: $141,116,816 in the October 2021 data and $199,373,525 in the October 2026 data, up 41%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $174,443,380 to $199,373,525 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Miller Global Investments, L.L.C. (CRD 114683): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683