MILLARES ASSET MANAGEMENT, LLC
SEC RegisteredFollow the Sun™
About the firm
Millares Asset Management is a fee-only, fiduciary investment advisory firm based in Coral Gables, FL. The firm's advice is grounded in academic research, including the Efficient Markets Hypothesis and Modern Portfolio Theory. Client assets are held with qualified third-party custodians such as Charles Schwab and Fidelity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Wealth Enhancement, and Wealth Transfer services provided on a fee-only basis, with assets custodied at qualified third-party custodians.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $6.4M |
| High Net Worth Individuals | 35 | $228M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $1,000,000 or greater | 0.50% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLARES ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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