# Rowland Miller + Partners LLC

> Rowland Miller + Partners LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 226629
- Filed as: ROWLAND MILLER + PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226629
- AdvisorCensus page: https://advisorcensus.com/firm/rowland-miller-plus-partners-llc-atlanta-ga-226629

## Quick answers

**How is Rowland Miller + Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rowland Miller + Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rowland Miller + Partners LLC located?**
Rowland Miller + Partners LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Rowland Miller + Partners LLC registered with the SEC or a state?**
Rowland Miller + Partners LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226629.

**How much does Rowland Miller + Partners LLC manage?**
Rowland Miller + Partners LLC reports $635,854,930 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Rowland Miller + Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Rowland Miller + Partners LLC: Regulatory assets under management: $428,327,348 in the October 2021 data and $635,854,930 in the October 2026 data, up 48%. Total employees: 4 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 Rowland Miller + Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (82).

**Which custodians does Rowland Miller + Partners LLC use?**
Rowland Miller + Partners LLC'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 Rowland Miller + Partners 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/226629

**What changed in Rowland Miller + Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $563,980,547 to $635,854,930 (+13%).

## From the Form ADV filing

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

### 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: $635,854,930
- Discretionary: $635,854,930
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $40,208,384 |
| High net worth individuals | 115 | $576,082,271 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,893,133 |
| Charitable organizations | Fewer than 5 | $10,671,142 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rowlandmiller.com](https://rowlandmiller.com)
- LinkedIn @rowland-miller-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $428,327,348 | 4 | September 14, 2021 |
| October 2022 | $512,394,630 | 4 | April 18, 2022 |
| October 2023 | $460,209,039 | 4 | April 26, 2023 |
| October 2024 | $514,139,181 | 4 | April 3, 2024 |
| October 2025 | $563,980,547 | 5 | July 29, 2025 |
| October 2026 | $635,854,930 | 5 | March 3, 2026 |

Regulatory assets under management: $428,327,348 in the October 2021 data and $635,854,930 in the October 2026 data, up 48%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $563,980,547 to $635,854,930 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rowland Miller + Partners LLC (CRD 226629): Form ADV filing data as of October 2026.