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MILLER VALUE PARTNERS, LLC

SARASOTA, FL · CRD 110632 · IAPD ↗ · 410-454-3130

$418.2MRegulatory AUM
3Advisory reps
5Employees
1Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MILLER VALUE PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — MILLER VALUE PARTNERS, LLC reported RAUM up 52% ($237.7M -> $362.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — MILLER VALUE PARTNERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — MILLER VALUE PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.