{"url":"https://nivawealth.com/firms/miller-avenue-advisors-313523","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/313523","regulatoryAum":281245132,"crd":"313523","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6955760","suffix":null,"lastName":"Boeri","firstName":"Alexander","middleName":"Jordan"},{"crd":"7216479","suffix":null,"lastName":"Sampson","firstName":"Benjamin","middleName":"Russel"},{"crd":"2787135","suffix":null,"lastName":"STRONG","firstName":"ERIC","middleName":"THOMAS"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-29","regulatoryAum":123187596,"clients":44,"employees":3,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":186498056,"clients":63,"employees":3,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":281245132,"clients":81,"employees":3,"offices":1}],"secFileNumber":"801-130114","legalName":"Miller Avenue Advisors LLC","displayName":"Miller Avenue Advisors","slug":"miller-avenue-advisors-313523","website":"https://milleraveadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/313523/a4c1b9afa9e85a36-r1.webp","tone":"light","width":288,"height":200,"sourceUrl":"https://www.milleraveadvisors.com","sourceLabel":"Miller Avenue Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/miller-avenue-advisors/?viewAsMember=true","founded":"2021","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"129 Miller Avenue, Suite 622","city":"Mill Valley","state":"CA","stateName":"California","country":"United States","postalCode":"94941"},"tradeNames":[],"registration":{"secApproved":"25 April 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2A"},{"role":"other","program":"Ongoing Financial Planning and Consulting","summary":"Generally $8,000 to $30,000 a year, negotiated per engagement and billed quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026136","versionId":1026136,"submittedOn":"2026-03-25","documentName":"2026 MILLER AVENUE ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:57:20.175043+00:00","documents":[{"name":"2026 MILLER AVENUE ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026136","versionId":1026136,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Charles Schwab","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":244802268}],"custodyNote":"Miller Avenue Advisors has custody of $36.1M in client assets for 44 clients.","otherCustodians":[],"leadership":[{"name":"Alexander Boeri","title":"Managing Member, Investment Advisor Representative, CCO","crd":"6955760"},{"name":"Benjamin Sampson","title":"Partner","crd":"7216479"},{"name":"Eric Strong","title":"Managing Member, Investment Advisor Representative","crd":"2787135"}],"ownership":[{"label":"Alexander Boeri","detail":"Managing member, investment advisor representative, cco in the 50% to 75% ownership band and a control person, since March 2021."},{"label":"Eric Strong","detail":"Managing member, investment advisor representative in the 50% to 75% ownership band and a control person, since July 2021."},{"label":"Benjamin Sampson","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"129 Miller Avenue, Suite 622","city":"Mill Valley","headquarters":true}]}],"brochureServices":["education planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-888-8472","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":79},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/313523/PDF/313523.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026136","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Miller Avenue Advisors have?","answer":"Miller Avenue Advisors has 81 clients and manages $281 million for them, as of March 2026. They include 68 high-net-worth individuals, 12 individual clients and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Miller Avenue Advisors offer?","answer":"Miller Avenue Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Miller Avenue Advisors use?","answer":"Miller Avenue Advisors’ separately managed account assets are held at Charles Schwab (Westlake, TX), with $245M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Miller Avenue Advisors have?","answer":"Miller Avenue Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Miller Avenue Advisors invest in?","answer":"At the end of its last fiscal year, Miller Avenue Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Miller Avenue Advisors?","answer":"Miller Avenue Advisors’ direct owners are Alexander Boeri (50% to 75%), Eric Strong (50% to 75%) and Benjamin Sampson (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Miller Avenue Advisors get paid?","answer":"Miller Avenue Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Miller Avenue Advisors?","answer":"Miller Avenue Advisors’ main office is at 129 Miller Avenue, Suite 622, Mill Valley, CA 94941. Its phone number is 415-888-8472. Its website is milleraveadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}