Rowland Miller Partners LLC

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Assets, Funds, Holdings

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Rowland Miller Partners LLC
CRD #226629
SEC #801-99359
CIK #0000225816
AUM $635.9 M (2026-03-03)
Employees 5 (60% Investors, 0% Brokers)
Phone404-816-5350
Address3060 Peachtree Road, NW
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
70056042028014002010201520212027
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
Alphabet Inc 0.0
Progressive Corp/Oh/ 0.0
Wal Mart Stores Inc 0.0
Microsoft Corp 0.0
Johnson & Johnson 0.0
Coca Cola Co 0.0
Lilly Eli & Co 0.0
Cummins Inc 0.0
McDonalds Corp 0.0
View All
Holdings by Sector ($B)
6.04.83.62.41.20.02015201920232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 82 40.2
(b) Individuals (high net worth individuals) 115 576.1
(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 0 8.9
(h) Charitable organizations 0 10.7
(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 562 635.9
By Discretionary
Discretionary 562 635.9
Non-Discretionary 0 0.0
Total 562 635.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 635.9
Total 562 635.9
EDGAR Form CIK 2011 - 2026
13F-HR [0000225816]
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Central Valley Advisors LLC
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Kennedy Investment Group Inc
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