Miller Value Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 11, 2026, reports $418M in regulatory assets under management, 5 employees, 2 offices, and 21 accounts.
Assets Under Management
$418M
Employees
5
Offices
2 offices
Total Clients
21
Primary office
SARASOTA, FL
50 S. LEMON AVE., #302, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
14
2
Investment Cos.
14.3%
3
3
Other Advisers
9.5%
2
4
Pooled Investment Vehicles
4.8%
1
5
Corporations
4.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of March 11, 2026
Discretionary96.5%
$403M
96% of total RAUM96.5%
Non-discretionary3.5%
$15M
4% of total RAUM3.5%
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$418M
Total Accounts21
10Y AUM Change$-1.4B (-77.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change-10 (-66.7%)
* 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.