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| Keyboard |
| Miller Avenue Advisors LLC
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|---|---|
| CRD # | 313523 |
| SEC # | 801-130114 |
| CIK # | |
| AUM | 281.2 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-888-8472 |
| Address | 129 Miller Avenue Mill Valley, CA 94941 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 8.5 |
| (b) Individuals (high net worth individuals) | 68 | 271.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 281.2 |
| By Discretionary | ||
| Discretionary | 459 | 281.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 281.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 277.2 | |
| Total | 459 | 281.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carter Financial LLC
✚
|
CA | 282.3 M |
|
Founders Capital Management Inc
✚
|
TX | 281.8 M |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 281.6 M |
|
Fortitude Financial LLC
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|
WA | 281.5 M |
|
Bennington Financial Planning Group
✚
|
VT | 281.5 M |
|
GPM Growth Investors Inc
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|
MI | 281.3 M |
|
Wilson & Boucher Capital Management LLC
✚
|
280.4 M | |
|
FF Advisors LLC
✚
|
CA | 280.3 M |
|
Timberchase Financial LLC
✚
|
AL | 280.2 M |
|
Paladin Advisory Group LLC
✚
|
IA | 279.8 M |