Michelle Krick
Miller Global Investments · Dallas, Texas
Michelle Krick is a fee-only financial advisor at Miller Global Investments in Dallas, Texas, who holds the CFA credential. Miller Global Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Miller Global Investments |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $199.4M across 214 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 7514066 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.millerglobalinvestments.com |
| Profile |
How Michelle's firm compares
- Miller Global Investments's average account is about $932,000, from its Form ADV (assets managed divided by 214 accounts).
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Questions about Michelle
Is Michelle Krick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Miller Global Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Miller Global Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Michelle Krick based?
Michelle Krick is based in Dallas, Texas.
What credentials does Michelle Krick hold?
Michelle Krick holds the CFA credential.
Is Michelle Krick registered with the SEC?
Yes. Michelle Krick is registered as an investment adviser representative in TX (CRD 7514066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Global Investments manage?
Miller Global Investments reports $199.4M across 214 accounts in assets under management.
How do I contact Michelle Krick?
Through Michelle's website, www.millerglobalinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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