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 $564.0 M (2025-07-29)
Employees 5 (60% Investors, 0% Brokers)
Phone404-816-5350
Address3060 Peachtree Road, NW
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002011201620212026
Sector Form 13F Holdings Value ($B)
Progressive Corp/Oh/ 0.0
Apple Inc 0.0
Microsoft Corp 0.0
Automatic Data Processing Inc 0.0
Wal Mart Stores Inc 0.0
Alphabet Inc 0.0
Coca Cola Co 0.0
Lilly Eli & Co 0.0
Home Depot Inc 0.0
McDonalds Corp 0.0
View All
Holdings by Sector ($B)
6.04.83.62.41.20.02013201720212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 91 41.5
(b) Individuals (high net worth individuals) 107 504.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 7.6
(h) Charitable organizations 0 10.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 571 564.0
By Discretionary
Discretionary 571 564.0
Non-Discretionary 0 0.0
Total 571 564.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 564.0
Total 571 564.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000225816]
Comparable Firms State AUM ($B)
Cogentblue Wealth Advisors LLC
TN 0.6
Sherrill & Hutchins Financial Advisory Inc
GA 0.6
Buck Wealth Strategies LLC
CO 0.6
WICK Capital Partners LLC
PA 0.6
Fischer Financial Services Inc
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PASI Investments LLC
CT 0.6
Collaborative Wealth Management Inc
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Legacy Wealth Partners LLC
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Wealth Management Advisors LLC
SC 0.6
Focused Alpha LLC
CO 0.6
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