ROWLAND MILLER + PARTNERS LLC

Overview

Rowland Miller + Partners LLC is a small, equity-focused registered investment adviser formed in 2015 and organized as an LLC under individual ownership. The firm provides fee-based portfolio management to individuals, families and small businesses, and also manages accounts for business and institutional clients. Its stated preference is equities, delivered largely through separately managed accounts and exchange-traded securities, with a percentage-of-AUM fee model. Investment activity shows a clear tilt toward exchange-traded equities as the primary building block of client portfolios, supplemented by targeted allocations to alternative strategies. The firm is not positioned as an ESG investor and does not identify as a multi-state adviser; it concentrates on direct equity ownership and uses third-party alternative managers to add real assets, credit and private placement exposure where appropriate.

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Public Holdings

Investments & Alternatives

Location & Offices