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ROWLAND MILLER + PARTNERS LLC
CRD 226629File 801-99359
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.