Alan Miller
Cumulare Asset Management · Hollywood, Florida
Alan Miller is a fee-only financial advisor at Cumulare Asset Management in Hollywood, Florida, who holds the CFA credential. Cumulare Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cumulare Asset Management |
|---|---|
| Based in | Hollywood, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.2M across 15 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 6582942 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cumulareassetmanagement.com |
| Profile |
How Alan's firm compares
- Cumulare Asset Management's average account is about $482,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Alan
Is Alan Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Cumulare Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Cumulare Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alan Miller based?
Alan Miller is based in Hollywood, Florida.
What credentials does Alan Miller hold?
Alan Miller holds the CFA credential.
Is Alan Miller registered with the SEC?
Yes. Alan Miller is registered as an investment adviser representative in FL (CRD 6582942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cumulare Asset Management manage?
Cumulare Asset Management reports $7.2M across 15 accounts in assets under management.
How do I contact Alan Miller?
Through Alan's website, cumulareassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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