# 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.

- CRD: 114683
- Filed as: MILLER GLOBAL INVESTMENTS, L.L.C.
- Also doing business as: MILLER GLOBAL MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114683
- AdvisorCensus page: https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683

## Quick answers

**How 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.

**How much does Miller Global Investments, L.L.C. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- 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

> 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 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 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: $199,373,525
- Discretionary: $199,373,525
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $20,610,157 |
| High net worth individuals | 48 | $146,039,565 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,889,247 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 1 | $12,779,510 |
| Other | 5 | $15,055,046 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- millerglobalinvestments.com
- Facebook @category
- LinkedIn @miller-global-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,116,816 | 3 | March 30, 2021 |
| October 2022 | $164,775,737 | 3 | March 25, 2022 |
| October 2023 | $152,024,956 | 3 | March 27, 2023 |
| October 2024 | $154,667,675 | 2 | March 27, 2024 |
| October 2025 | $174,443,380 | 2 | April 21, 2025 |
| October 2026 | $199,373,525 | 2 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $174,443,380 to $199,373,525 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miller Global Investments, L.L.C. (CRD 114683): Form ADV filing data as of October 2026.