Investment adviser · CRD 226629
ROWLAND MILLER + PARTNERS LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $636M Form ADV · Item 5.F
- Client accounts
- 562 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 115 | $576,082,271 | 90.6% |
| Individuals | 82 | $40,208,384 | 6.3% |
| Charities | Fewer than 5 | $10,671,142 | 1.7% |
| Retirement plans | Fewer than 5 | $8,893,133 | 1.4% |
Filing source
Form ADV 2058115 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3060 PEACHTREE ROAD, N.W., ONE BUCKHEAD PLAZA, SUITE 710ATLANTA, GA, 30305, United States
CRD 226629
Filing source
Form ADV 2058115 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.