Asset manager · Sarasota, FL
Miller Value Partners, LLC
SEC-registered investment adviser · CRD 110632 · SEC 801-56989
At a glance
Miller Value Partners, LLC is an SEC-registered investment adviser based in Sarasota, Florida, with $418 million in regulatory assets under management as of its Form ADV filed September 15, 2026. Its largest client group by assets is investment companies, and it reports 14 individual clients. By Form ADV it is a asset manager, ranked 1,773rd of 3,218 asset managers and 8,588th of 17,210 SEC-registered advisers by assets.
Main office 410-454-3130millervalue.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $418M
- Rank among asset managers
- #1,773 of 3,218
- Rank among all SEC RIAs
- #8,588 of 17,210
- Rank in Florida
- #468 of 1,090
- Individual clients
- 14
- High-net-worth clients
- 14
- Accounts
- 21
- Discretionary
- 96% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- William H. MillerChairman, CIO & Portfolio Manager
- Christopher B. AndersonChief Compliance Officer
- Justin T. FarrellChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 3 | $252M | 60% |
| High-net-worth individuals | 14 | $136M | 32% |
| Other investment advisers | 2 | $21M | 5% |
| Pooled investment vehicles | 1 | $7M | 2% |
| Corporations or other businesses | 1 | $2M | <1% |
Disciplinary disclosures
Miller Value Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗millervalue.com ↗
AtlasMembers
The full record on Miller Value Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 980 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Miller Value Partners, LLC manage?
Miller Value Partners, LLC reports $418 million in regulatory assets under management across 21 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 15, 2026.
What kind of firm is Miller Value Partners, LLC?
Miller Value Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Miller Value Partners, LLC’s clients?
By assets, its largest client types are investment companies ($252 million, 3 clients); high-net-worth individuals ($136 million, 14 clients); other investment advisers ($21 million, 2 clients).
Does Miller Value Partners, LLC have any disciplinary history?
Miller Value Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Miller Value Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →