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ROWLAND MILLER + PARTNERS LLC
CRD 226629File 801-99359
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$635.9M
Above cohort median (national)
Discretionary AUM
$635.9M
Clients
197
562 accounts
Employees
5
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 11, 2015
- Principal office
- 3060 PEACHTREE ROAD, N.W., ONE BUCKHEAD PLAZA, SUITE 710, ATLANTA, GA, 30305
- Phone
- 404-816-5350
- Website
- https://rowlandmiller.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $635.9M
- Discretionary AUM
- $635.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 562
- Non-discretionary accounts
- 0
- Total accounts
- 562
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.7M |
| High net worth individuals | 115 | $576.1M |
| Pension and profit sharing plans | Fewer than 5 | $8.9M |
| Individuals (other than high net worth individuals) | 82 | $40.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 198 | 197 | decreased by1 |
| Apr 1, 2026 | AUM | $563,980,547 | $635,854,930 | increased by$71,874,383 |
| Apr 1, 2026 | Accounts | 571 | 562 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 244 | 198 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $512,394,630 | $563,980,547 | increased by$51,585,917 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 561 | 571 | increased by10 |
| Apr 1, 2022 | Clients | 216 | 244 | increased by28 |
| Apr 1, 2022 | AUM | $428,327,348 | $512,394,630 | increased by$84,067,282 |
| Apr 1, 2022 | Accounts | 575 | 561 | decreased by14 |
| Oct 1, 2021 | Employees | 5 | 4 | decreased by1 |
| 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 “ROWLAND MILLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROWLAND MILLER” 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.