Militia Investments, LLC

RIASEC RegisteredEst. 2024
Total AUM
$484M
Discretionary
$484M
100% of AUM
Avg account
$484M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
331788
Registered since
October 18, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Militia Investments, LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. Registered in 2024 and owned by an individual, the firm’s advisory activity centers on portfolio management for investment companies. It serves an institutional client base and charges fees based on a percentage of assets under management (along with other fee arrangements). Militia does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or related adviser. The firm’s regulatory and corporate descriptions also identify roles beyond adviser services: it acts as an investment adviser and sponsor and can serve as a general partner or managing member of pooled investment vehicles. That combination indicates the firm both provides portfolio management and takes sponsor/manager responsibilities for collective investment structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Orr

    Executive OfficerCRD 7967274

  • Samuel Lee

    Managing MemberCRD 6480717

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
500 W 2nd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth