CRD: 114683
Miller Global Investments, L.l.c.
$199.4M Total AUM
$199.4M Disc. AUM
9.7% 3Y CAGR
2 Employees
97 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Brown Brothers · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-1998
- Office Locations
- 1
Office Locations
5949 Sherry Lane Suite 1050 Dallas TX
About Miller Global Investments, L.l.c.
Miller Global Investments, L.L.C. is a Dallas-based boutique RIA providing investment management and financial planning for retail and institutional clients. The firm focuses on long-term wealth preservation and growth through thoughtful strategies and personalized service, with portfolios commonly using ETFs and fixed income; custody includes Charles Schwab.
Team overview
59 AVG AGE
$99.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
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Asset Classes
Timber beacon Delta bridge Prime Quantum Focus
Investment Themes
Legacy horizon
Investment Vehicles
Oak quantum Foundation
Services
Crest Horizon Vertex foundation Legacy legacy
Owner & Executives
SCOTT LEWIS MILLER
Chief Compliance Officer, Portfolio Manager, PRINCIPAL
- CRD
- #1299300
- Ownership
- 75% or more
(400) 358-9991
momentum.radial@peakcapital.com
in linkedin.com/in/ridge-zenith
Showing 1 of 1 owners & executives
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M
Michelle Lee Krick
Wealth Manager
- CRD
- #7514066
(747) 532-6063
focus.timber@deltacapital.com
in linkedin.com/in/legacy-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,373,525 | $931,652 |
| Non-Discretionary | $0 | -- |
| Total | $199,373,525 | $931,652 |
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Separately Managed Accounts
Total SMA Asset: $199,373,525
Equity - Exchange:
13.6% Corporate - Investment Grade:
19.0% Public Funds:
9.9% Cash:
25.4% Other:
13.9% Equity - OTC:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $972,870,796 | 13.6% |
| Corporate - Investment Grade | $1,359,157,729 | 19.0% |
| Public Funds | $708,192,711 | 9.9% |
| Cash | $1,816,979,280 | 25.4% |
| Other | $994,331,181 | 13.9% |
| Equity - OTC | $1,301,930,035 | 18.2% |
| Total | $7,153,461,732 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FUSION FOCUS | TIMBER MATRIX | MMGOAT7M5 | YDFGX | 3.27% | $95,164,152 |
| NORTH NORTH | GLACIER HARBOR | ZI0BVDMID | BWJR | 5.11% | $35,618,831 |
| WAVE PIONEER GLACIER | RIDGE LEGACY | BPXHH0SRE | HTSM | 2.42% | $42,953,757 |
| INSIGHT FOUNDATION | SIGNAL CATALYST | 3MTCQLLFH | ILWAC | 10.76% | $88,443,154 |
| VALUE GLACIER TIMBER | TIMBER CREST | JZOTMQIBN | QMXDE | 8.72% | $116,405,655 |
| DELTA HARBOR VITAL | ALPHA NORTH | YGV9Y2K58 | UUB | 9.39% | $79,773,155 |
| HORIZON CATALYST | LEGACY OAK | BW8RA4T1D | PKWQ | 9.44% | $23,531,671 |
| OPTIMA CAPITAL FOUNDATION | HORIZON EAGLE | O3WB0DOF4 | UPYKI | 5.76% | $28,528,914 |