CORAL GABLES, FLCRD 144620Latest ADV February 24, 2026
Millares Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated February 24, 2026, reports $236M in regulatory assets under management, 3 employees, and 154 accounts.
Assets Under Management
$236M
Employees
3
Offices
--
Total Clients
50
Primary office
CORAL GABLES, FL
500 SOUTH DIXIE HIGHWAY, SUITE 201, CORAL GABLES, FL, United States
Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
35
2
Individuals
30.0%
15
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of February 24, 2026
Discretionary100.0%
$236M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$236M
Total Accounts154
10Y AUM Change+$125M (+112.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee17:1
10Y Employee Change-2 (-40.0%)
* 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.