AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WM

William H. Miller

MILLER VALUE PARTNERS
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 4390244
WM

Professional summary

William Herbert Miller IV is a registered financial advisor currently at MILLER VALUE PARTNERS, LLC located in Sarasota, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Herbert Miller IV's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 13, 2026 - Present

MILLER VALUE PARTNERS, LLC

Office #1: 50 S. Lemon Ave. #302, Sarasota, FL 34236
RIA
CRD#: 110632
SARASOTA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MV
MILLER VALUE PARTNERS, LLC
LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC

CRD#: 110632 / SEC#: 801-56989

RIA
Registered Investment Advisory firm - (12/1/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/13/2026)

Exams

Current Firm

MV
MILLER VALUE PARTNERS, LLC
LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC

CRD#: 110632 / SEC#: 801-56989

RIA
Registered Investment Advisory firm - (12/1/1999 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 S. Lemon Ave. #302, Sarasota, FL 34236
Mailing Address
Towson City Center 1 Olympic Place Suite 900, Towson, MD, 21204
Phone number
(410) 454-3130
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MVP BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 418,183,811

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MILLER VALUE PARTNERS, LLC

CRD#: 110632Sarasota, FL 34236

TRUST BUT VERIFY

Monitor William Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lea Smith Johnson
Lea Smith JohnsonAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bradenton, FL
John Edward Darby
John DarbyAdvisorCheck Check Mark
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
IAR
SARASOTA, FL
AH
Augustine HongAdvisorCheck Check Mark
HIGHTOWER ADVISORS, LLC
IAR
Bradenton, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.