Hedge Fund Database

ROWLAND MILLER + PARTNERS LLC

Adviser information for ROWLAND MILLER + PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 572 $514.1M
Non-Discretionary 0 $0
Total 572 $514.1M

Clients

Type Number RAUM
Individuals 120 $49.4M
HNW Individuals 110 $434.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $21.0M
Charitable organizations <5 $9.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-99359
SEC ERA File Number 801-99359
SEC CIK Numbers 225816
SEC CRD Numbers 226629
Legal Entity Identifier None

Principal Office

3060 PEACHTREE ROAD, N.W.
ONE BUCKHEAD PLAZA, SUITE 710
ATLANTA
GA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 404-816-5350, Fax: 404-816-8355

Websites

www.linkedin.com/company/rowland-miller-partners rowlandmiller.com

Chief Compliance Officer

CHARLES R. DICKERSON
3060 PEACHTREE ROAD, N.W.
ONE BUCKHEAD PLAZA, SUITE 710
ATLANTA
GA
United States
Tel: 404-816-5350
Fax: 404-816-8355
(Full email address available in API data)

Regulatory Contact

JANET MILLER
MANAGING MEMBER
3060 PEACHTREE ROAD, N.W.
ONE BUCKHEAD PLAZA, SUITE 710
ATLANTA
GA
United States
Tel: 404-816-5350
Fax: 404-816-8355
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MILLER, JANET, TIMMERMAN Individual – MANAGING MEMBER/OWNER/PRINCIPAL 12/1986 > 75%
DICKERSON, CHARLES, REDWINE Individual – CHIEF COMPLIANCE OFFICER 12/2014 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 11/8/20194 on 12/26/20194 on 3/28/20204 on 6/19/20205 on 3/30/20214 on 9/14/20214 on 9/14/20214 on 10/22/20214 on 10/22/20214 on 11/9/20214 on 3/15/20224 on 4/3/20224 on 4/18/20224 on 3/22/20234 on 4/26/20234 on 3/29/2024

RAUM, Historic

600M300M02019202020212022202320242025312569428 on 11/8/2019312569428 on 12/26/2019391420167 on 3/28/2020391420167 on 6/19/2020428327348 on 3/30/2021428327348 on 9/14/2021428327348 on 9/14/2021428327348 on 10/22/2021428327348 on 10/22/2021428327348 on 11/9/2021512394630 on 3/15/2022512394630 on 4/3/2022512394630 on 4/18/2022460209039 on 3/22/2023460209039 on 4/26/2023514139181 on 3/29/2024

No. Clients, Historic

30015002019202020212022202320242025209 on 11/8/2019209 on 12/26/2019208 on 3/28/2020208 on 6/19/2020216 on 3/30/2021216 on 9/14/2021216 on 9/14/2021216 on 10/22/2021216 on 10/22/2021216 on 11/9/2021244 on 3/15/2022244 on 4/3/2022244 on 4/18/2022237 on 3/22/2023237 on 4/26/2023230 on 3/29/2024

Holdings

From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM COM 29M 139K NONE
PROGRESSIVE CORP COM COM 25M 120K NONE
MICROSOFT CORP COM COM 23M 51K NONE
ELI LILLY & CO COM COM 19M 21K NONE
AUTOMATIC DATA PROCESSING INC COM COM 15M 64K NONE
ALPHABET INC CAP STK CL C COM 15M 82K NONE
COCA COLA CO COM COM 14M 218K NONE
QUALCOMM INC COM COM 13M 67K NONE
WALMART INC COM COM 13M 192K NONE
HOME DEPOT INC COM COM 11M 33K NONE
JOHNSON & JOHNSON COM COM 10M 71K NONE
MCDONALDS CORP COM COM 10M 40K NONE
EXXON MOBIL CORP COM COM 10M 85K NONE
CHUBB LIMITED COM COM 9M 37K NONE
ABBVIE INC COM COM 8M 47K NONE
TRUIST FINL CORP COM COM 8M 201K NONE
GENUINE PARTS CO COM COM 8M 56K NONE
CHEVRON COM 7M 47K NONE
INTEL CORP COM COM 7M 233K NONE
VERIZON COMMUNICATIONS INC COM COM 7M 169K NONE
CUMMINS INC COM COM 7M 24K NONE
COPART INC COM COM 6M 117K NONE
AMGEN INC COM COM 6M 18K NONE
UNITED PARCEL SERVICE INC CL B COM 5M 40K NONE
MERCK & CO INC COM COM 5M 43K NONE
ZEBRA TECHNOLOGIES CORPORATION CL A COM 5M 17K NONE
CULLEN FROST BANKERS INC COM COM 5M 52K NONE
NVIDIA CORPORATION COM COM 5M 42K NONE
JPMORGAN CHASE & CO. COM COM 5M 25K NONE
PRICE T ROWE GROUP INC COM COM 5M 43K NONE
CONOCOPHILLIPS COM COM 5M 41K NONE
COSTCO WHSL CORP NEW COM COM 5M 6K NONE
SYSCO CORP COM COM 4M 61K NONE
CINTAS CORP COM COM 4M 6K NONE
WEYERHAEUSER CO MTN BE COM NEW COM 4M 150K NONE
WERNER ENTERPRISES INC COM COM 4M 110K NONE
PAYCHEX INC COM COM 4M 31K NONE
SONOCO PRODS CO COM COM 3M 64K NONE
WASTE MGMT INC DEL COM COM 3M 15K NONE
CSX CORP COM COM 3M 95K NONE
EMERSON ELEC CO COM COM 3M 27K NONE
KIMBERLY-CLARK CORP COM COM 3M 22K NONE
BIO-TECHNE CORP COM COM 3M 41K NONE
AFLAC INC COM COM 3M 31K NONE
DUKE ENERGY CORP NEW COM NEW COM 3M 26K NONE
PACKAGING CORP AMER COM COM 3M 14K NONE
SKYWORKS SOLUTIONS INC COM COM 3M 24K NONE
MAXIMUS INC COM COM 2M 29K NONE
TEXAS INSTRS INC COM COM 2M 12K NONE
GILEAD SCIENCES INC COM COM 2M 35K NONE
PFIZER INC COM COM 2M 83K NONE
PUBLIC STORAGE OPER CO COM COM 2M 7K NONE
PATTERSON COS INC COM COM 2M 80K NONE
DISNEY WALT CO COM COM 2M 19K NONE
VERTIV HOLDINGS CO COM CL A COM 2M 21K NONE
TELEFLEX INCORPORATED COM COM 2M 9K NONE
TARGET CORP COM COM 2M 12K NONE
AMAZON COM INC COM COM 2M 9K NONE
DEVON ENERGY CORP NEW COM COM 2M 35K NONE
BOEING CO COM COM 2M 9K NONE
PROCTER AND GAMBLE CO COM COM 2M 10K NONE
EXPEDITORS INTL WASH INC COM COM 2M 13K NONE
INTERDIGITAL INC COM COM 2M 13K NONE
NEXTERA ENERGY INC COM COM 1M 21K NONE
SNAP ON INC COM COM 1M 6K NONE
ENOVA INTL INC COM COM 1M 23K NONE
PHILLIPS 66 COM COM 1M 9K NONE
DISCOVER FINL SVCS COM COM 1M 10K NONE
GENTEX CORP COM COM 1M 37K NONE
LULULEMON ATHLETICA INC COM COM 1M 4K NONE
STARBUCKS CORP COM COM 1M 15K NONE
SOUTHERN CO COM COM 1M 15K NONE
WESTERN UN CO COM COM 1M 92K NONE
ROSS STORES INC COM COM 1M 8K NONE
META PLATFORMS INC CL A COM 1M 2K NONE
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 1M 3K NONE
MEDTRONIC PLC SHS COM 1M 13K NONE
ILLINOIS TOOL WKS INC COM COM 1M 4K NONE
RENAISSANCERE HLDGS LTD COM COM 1M 5K NONE
PENTAIR PLC SHS COM 1M 13K NONE
BROWN FORMAN CORP CL B COM 976K 23K NONE
INTUITIVE SURGICAL INC COM NEW COM 938K 2K NONE
HONEYWELL INTL INC COM COM 889K 4K NONE
WEC ENERGY GROUP INC COM COM 887K 11K NONE
DIGITAL RLTY TR INC COM COM 871K 6K NONE
VANGUARD TOTAL STOCK MARKET ETF COM 825K 3K NONE
GE AEROSPACE COM NEW COM 737K 5K NONE
CHURCH & DWIGHT CO INC COM COM 671K 6K NONE
CHIPOTLE MEXICAN GRILL INC COM COM 573K 9K NONE
NETFLIX INC COM COM 568K 841 NONE
FIDELITY SMALL CAP GROWTH COM 557K 18K NONE
VANGUARD GROWTH ETF COM 552K 1K NONE
SMUCKER J M CO COM NEW COM 539K 5K NONE
ESSENTIAL UTILS INC COM COM 529K 14K NONE
ORACLE CORP COM COM 523K 4K NONE
EVEREST GROUP LTD COM COM 512K 1K NONE
HORMEL FOODS CORP COM COM 499K 16K NONE
VANGUARD TOTAL STOCK MKT IDX ADM COM 489K 4K NONE
CONSOLIDATED EDISON INC COM COM 487K 5K NONE
ZOETIS INC CL A COM 481K 3K NONE
FASTENAL CO COM COM 471K 8K NONE
MASCO CORP COM COM 460K 7K NONE
MCCORMICK & CO INC COM NON VTG COM 457K 6K NONE
SPDR S&P 500 ETF TRUST COM 456K 837 NONE
DOMINION ENERGY INC COM COM 423K 9K NONE
ALPHABET INC CAP STK CL A COM 419K 2K NONE
INTERNATIONAL BUSINESS MACHS COM COM 407K 2K NONE
AIR PRODS & CHEMS INC COM COM 396K 2K NONE
HODGES SMALL CAP RETAIL COM 395K 18K NONE
MARATHON PETE CORP COM COM 385K 2K NONE
SHERWIN WILLIAMS CO COM COM 375K 1K NONE
BANK MONTREAL QUE COM COM 375K 4K NONE
ACUITY BRANDS INC COM COM 375K 2K NONE
SCHWAB TARGET 2050 INDEX COM 372K 21K NONE
FAIR ISAAC CORP COM COM 372K 250 NONE
NUCOR CORP COM COM 363K 2K NONE
ULTA BEAUTY INC COM COM 351K 910 NONE
DIMENSIONAL U.S. TARGETED VALUE ETF COM 350K 7K NONE
COLGATE PALMOLIVE CO COM COM 346K 4K NONE
PEPSICO INC COM COM 332K 2K NONE
REGIONS FINANCIAL CORP NEW COM COM 327K 16K NONE
ISHARES MSCI USA MIN VOL FACTOR ETF COM 322K 4K NONE
ISHARES CORE MSCI EAFE ETF COM 317K 4K NONE
VANGUARD VALUE ETF COM 306K 2K NONE
FIDELITY INTERNATIONAL INDEX COM 298K 6K NONE
FACTSET RESH SYS INC COM COM 274K 670 NONE
BIO RAD LABS INC CL A COM 267K 978 NONE
ISHARES CORE MSCI EMERGING MARKETS ETF COM 258K 5K NONE
WHIRLPOOL CORP COM COM 254K 2K NONE
METLIFE INC PFD A FLT RATE COM 245K 10K NONE
CF INDS HLDGS INC COM COM 244K 3K NONE
VISA INC COM CL A COM 222K 845 NONE
ABBOTT LABS COM COM 220K 2K NONE
DIMENSIONAL US MARKETWIDE VALUE ETF COM 217K 6K NONE
DIMENSIONAL U.S. EQUITY ETF COM 198K 3K NONE
GE VERNOVA INC COM COM 198K 1K NONE
VANGUARD HEALTH CARE ADM COM 191K 2K NONE
BAXTER INTL INC COM COM 190K 6K NONE
BROADSTONE NET LEASE INC COM COM 189K 12K NONE
SCHWAB S&P 500 INDEX COM 184K 2K NONE
RTX CORPORATION COM COM 181K 2K NONE
LOCKHEED MARTIN CORP COM COM 176K 377 NONE
RPM INTL INC COM COM 173K 2K NONE
COMMERCE BANCSHARES INC COM COM 173K 3K NONE
AMCOR PLC ORD COM 169K 17K NONE
WALGREENS BOOTS ALLIANCE INC COM COM 164K 14K NONE
F5 INC COM COM 164K 950 NONE
CORNING INC COM COM 162K 4K NONE
VANGUARD FTSE DEVELOPED MARKETS ETF COM 159K 3K NONE
MUELLER INDS INC COM COM 157K 3K NONE
SIMON PPTY GROUP INC NEW COM COM 152K 1K NONE
NORFOLK SOUTHN CORP COM COM 145K 676 NONE
CATERPILLAR INC COM COM 144K 431 NONE
SCHWAB CHARLES CORP COM COM 135K 2K NONE
MANULIFE FINL CORP COM COM 135K 5K NONE
ISHARES CORE DIVIDEND GROWTH ETF COM 131K 2K NONE
NORDSTROM INC COM COM 129K 6K NONE
THERMO FISHER SCIENTIFIC INC COM COM 129K 234 NONE
DIMENSIONAL U.S. CORE EQUITY 2 ETF COM 125K 4K NONE
UNITEDHEALTH GROUP INC COM COM 125K 245 NONE
REGENERON PHARMACEUTICALS COM COM 122K 116 NONE
AVIENT CORPORATION COM COM 120K 3K NONE
MASTERCARD INCORPORATED CL A COM 119K 270 NONE
VANGUARD S&P 500 ETF COM 118K 235 NONE
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF COM 117K 1K NONE
AT&T INC COM COM 114K 6K NONE
ROPER TECHNOLOGIES INC COM COM 114K 202 NONE
ROYAL BK CDA COM COM 111K 1K NONE
CRYO-CELL INTL INC COM COM 110K 14K NONE
SCOTTS MIRACLE-GRO CO CL A COM 109K 2K NONE
TRACTOR SUPPLY CO COM COM 109K 405 NONE
MARTIN MARIETTA MATLS INC COM COM 108K 200 NONE
CISCO SYS INC COM COM 108K 2K NONE
PALO ALTO NETWORKS INC COM COM 102K 300 NONE
DTE ENERGY CO COM COM 101K 912 NONE
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK COM 101K 1K NONE
BANK NEW YORK MELLON CORP COM COM 100K 2K NONE