Firm profile

MILLER HOWARD INVESTMENTS INC

KINGSTON, NYCRD 105800Latest ADV March 17, 2026

Miller Howard Investments Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kingston, NY. Its latest Form ADV filing, dated March 17, 2026, reports $3.8B in regulatory assets under management, 34 employees, and 2,034 accounts.

Assets Under Management
$3.8B
Employees
34
Offices
--
Total Clients
2,034
Primary office
KINGSTON, NY
45 PINE GROVE AVE, SUITE 301, KINGSTON, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOLuan E. Jenifer
CCOCharles M. Atkins
CFOBrian E. Helhoski

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 83.4% of total clients.
Top client categories% of clientsClients
1
Individuals
83.4%
1,697
2
HNWI
8.0%
163
3
Corporations
4.0%
81
4
WRAP ACCOUNTS,TAFT HARTLEY, NON-DISCRETIONARY UMAS
3.0%
61
5
Pension Plans
1.2%
25

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.8Bas of March 17, 2026
Discretionary88.6%
$3.4B
89% of total RAUM88.6%
Non-discretionary11.4%
$433M
11% of total RAUM11.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.8B
Total Accounts2,034
10Y AUM Change$-2.6B (-40.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees34
Clients per Employee60:1
10Y Employee Change-31 (-47.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.