9AT: MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL INVESTMENTS, L.L.C.

other names

MILLER GLOBAL INVESTMENTS, L.L.C.
MILLER GLOBAL MANAGEMENT, L.P.

Adviser Profile

As of Date	04/21/2025
Registration	SEC, Approved, 06/14/2018
Other registrations (1)	Texas, Terminated, 07/06/2018
ADV Location	DALLAS, TX, United States
Contact Info	214 xxxxxxx
Websites

AUM^*	174,443,380 13%
of that, discretionary	174,443,380 13%
Private Fund GAV^*	0 -100%
Avg Account Size	815,156 2%
% High Net Worth	51.04% 0%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Number of Employees 2

of those in investment advisory functions 2

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

165M 141M 118M 94M 71M 47M 24M

2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Miller Global Investments, L.L.C. (the “Adviser”) is an independent firm offering investment management and financial planning services. We manage securities portfolios for private individuals and investment funds on a discretionary basis. We offer financial planning services to help clients with lifestyle, charitable, retirement, estate, healthcare, and other issues. Financial planning services do not include the preparation of legal documents. Scott L. Miller (the “Principal”), sole owner of the firm, founded the firm in 1998. We provide investment management services to individual clients (including trusts, private corporations, and retirement accounts). We provide investment management services to clients through separately managed accounts over which we have discretionary investment authority. Managed Account Clients The Individual clients’ assets are held in the

form of separately managed accounts maintained with qualified custodians. After reaching agreement with individual clients on broad asset allocation guidelines, we select individual securities for purchase, issue instructions to broker- dealers and maintain accurate records of current activity. Clients generally are not involved in specific individual security decisions. To meet the diverse investment objectives of our clients, we employ several investment strategies and tailor our services to the specific needs of each client. We categorize these strategies as Cash, Fixed Income, Equity Income-U.S., Equity Growth-U.S., Equity International, Alternative, and Hedge with sub-strategies within the categories. We manage $154,667,675 in client assets on a discretionary basis, calculated as of December 31, 2023. We do not manage assets on a non-discretionary basis.