SourcingSourcing

MILLER GLOBAL INVESTMENTS, L.L.C.

A75
CRD 114683·SEC 801-113438·DALLAS, TX
AUM
$199.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$598K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILLER GLOBAL INVESTMENTS, L.L.C.
CRD
114683
SEC file #
801-113438
EIN
000000000
DBA names
—

Economics

AUM
$199.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$122.2M → $199.4M▲ +63%
Client mix
Individuals High Net Worth48
Individuals Other42
Other5
Pension Profit Sharing Plans1
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
millerglobalinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, SCOTT, LEWIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MILLER, SCOTT, LEWIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MILLERGLOBALINVESTMENTS.COM
Rdap Domain Creation Date
2000-06-14T13:50:17Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001060765
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2003-01-24
Edgar Last Filing Date
2021-12-01
Edgar Form D Count
10
Edgar Form D Offerings
2021-12-012021-12-01 · 0000897069-21-000580
2020-09-302020-09-30 · 0000897069-20-000387
Edgar Former Names
MILLER GLOBAL PARTNERS LP/TX

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5949 SHERRY LANESUITE 1050DALLAS, TX 75225
Business
5949 SHERRY LANESUITE 1050DALLAS, TX 75225
Edgar EIN
000000000
Edgar Recent Filings
D2021-12-01 · 0000897069-21-000580
D/A2020-09-30 · 0000897069-20-000387
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-14T13:50:17Z
Rdap Domain Last Changed
2025-04-15T07:13:05Z
Rdap Nameservers
Ns45.worldnic.comNs46.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1299300
Trust Company Affiliate
No

People (2)

2
MILLER, SCOTT, LEWIS
IAR · Direct Owner · 87.5%
1299300
Michelle Lee Krick
IAR
7514066