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MIAI, INC.
CRD 111695File 801-61363
APPROVED
Retail clients
Disclosure events
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.3M
Below cohort median (national)
Discretionary AUM
$213.0M
Non-discretionary $315K
Clients
276
276 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 2, 2002
- Principal office
- 12222 MERIT DR, SUITE 1390, DALLAS, TX, 75251
- Phone
- 214-739-5677
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.3M
- Discretionary AUM
- $213.0M
- Non-discretionary AUM
- $315K
- Discretionary accounts
- 273
- Non-discretionary accounts
- 3
- Total accounts
- 276
- AUM per client
- $773K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $6.4M |
| High net worth individuals | 32 | $69.3M |
| Individuals (other than high net worth individuals) | 242 | $137.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.