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MILLER HOWARD INVESTMENTS INC
CRD 105800File 801-28170
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.81B
Top 25% of cohort (national)
Discretionary AUM
$3.38B
Non-discretionary $433.0M
Clients
1,973
2,034 accounts
Employees
34
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 5, 1986
- Principal office
- 45 PINE GROVE AVE, SUITE 301, KINGSTON, NY, 12401
- Phone
- 845-679-9166
- Website
- HTTP://WWW.MHINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.81B
- Discretionary AUM
- $3.38B
- Non-discretionary AUM
- $433.0M
- Discretionary accounts
- 1,990
- Non-discretionary accounts
- 44
- Total accounts
- 2,034
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 81 | $194.4M |
| Investment companies | 2 | $400.6M |
| High net worth individuals | 163 | $328.7M |
| Pension and profit sharing plans | 25 | $13.6M |
| State or municipal government entities | 5 | $9.0M |
| Individuals (other than high net worth individuals) | 1,697 | $494.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,034 | 1,973 | decreased by61 |
| Apr 1, 2026 | Clients | 2,083 | 2,034 | decreased by49 |
| Apr 1, 2026 | AUM | $3,450,989,180 | $3,810,781,500 | increased by$359,792,320 |
| Apr 1, 2026 | Accounts | 2,083 | 2,034 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,075 | 2,083 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,043,643,380 | $3,450,989,180 | increased by$407,345,800 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,075 | 2,083 | increased by8 |
| Apr 1, 2022 | Employees | 35 | 32 | decreased by3 |
| Apr 1, 2022 | Clients | 900 | 2,075 | increased by1,175 |
| Apr 1, 2022 | AUM | $2,449,657,372 | $3,043,643,380 | increased by$593,986,008 |
| Apr 1, 2022 | Accounts | 903 | 2,075 | increased by1,172 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILLER HOWARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILLER HOWARD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.