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| Rowland Miller Partners LLC
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|---|---|
| CRD # | 226629 |
| SEC # | 801-99359 |
| CIK # | 0000225816 |
| AUM | $635.9 M (2026-03-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 404-816-5350 |
| Address | 3060 Peachtree Road, NW Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000225816 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Cummins Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| BB&T Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Intel Corp | 0.0 | ||
| Cullen Frost Bankers Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Conocophillips | 0.0 | ||
| Genuine Parts Co | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Gilead Sciences Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Timber Creek Capital Management LLC
✚
|
MA | 0.6 |
|
Fischer Financial Services Inc
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|
PA | 0.6 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.6 |
|
Clare Market Investments LLC
✚
|
TX | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
WJ Interests LLC
✚
|
TX | 0.6 |
|
Kickstand Ventures LLC
✚
|
NY | 0.6 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.6 |