Firm profile

MILITIA INVESTMENTS, LLC

AUSTIN, TXCRD 331788Latest ADV March 18, 2026

Militia Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 18, 2026, reports $484M in regulatory assets under management, 4 employees, 1 office, and 1 account.

Assets Under Management
$484M
Employees
4
Offices
1 office
Total Clients
<5
Primary office
AUSTIN, TX
500 W 2ND ST, SUITE 1900, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSamuel Y. Lee
CIODavid Orr

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$484Mas of March 18, 2026
Discretionary100.0%
$484M
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.

Total AUM$484M
Total Accounts1
10Y AUM Change+$484M

Employee Growth by Quarter

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

Total Employees4
Clients per Employee0:1
10Y Employee Change+2 (+100.0%)

* 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.