Miai, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated January 23, 2026, reports $213M in regulatory assets under management, 4 employees, 1 office, and 276 accounts.
Assets Under Management
$213M
Employees
4
Offices
1 office
Total Clients
276
Primary office
DALLAS, TX
12222 MERIT DR, SUITE 1390, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
242
2
HNWI
11.6%
32
3
Corporations
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of January 23, 2026
Discretionary99.9%
$213M
100% of total RAUM99.9%
Non-discretionary0.1%
$315K
0% of total RAUM0.1%
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$213M
Total Accounts276
10Y AUM Change+$18M (+9.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change-5 (-55.6%)
* 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.