MILLER GLOBAL INVESTMENTS, L.L.C.

Overview

Miller Global Investments, L.L.C. is an independent RIA that runs a fee-based wealth management practice focused on individuals, families and small institutions. Since its SEC registration in 2018 the firm has emphasized equity-centered portfolios, with a clear preference for exchange-traded securities as its primary liquidity and return engine. Advisory offerings center on financial planning and portfolio management for individuals and small businesses, delivered on a percentage-of-AUM fee model. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser. Miller Global has been recognized in the industry, appearing on FA Magazine’s Top RIA Firms list in 2020. That recognition sits alongside a practice that mixes broadly diversified public equity exposure with selective allocations to alternatives such as private equity, real estate and digital currency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices