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MIAI, INC.
CRD 111695File 801-61363
APPROVED
Retail clients
Disclosure events
Filing as of Sep 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 258 | 276 | increased by18 |
| Jan 1, 2026 | AUM | $189,392,487 | $213,321,166 | increased by$23,928,679 |
| Jan 1, 2026 | Accounts | 258 | 276 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 4 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 655 | 258 | decreased by397 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $416,997,847 | $189,392,487 | decreased by$227,605,360 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 655 | 258 | decreased by397 |
| Nov 1, 2021 | Clients | 642 | 655 | increased by13 |
| Nov 1, 2021 | AUM | $328,451,273 | $416,997,847 | increased by$88,546,574 |
| Nov 1, 2021 | Accounts | 642 | 655 | increased by13 |
| 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 “MIAI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIAI” 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.