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Militia Investments, LLC

● SEC registered since 2024CRD 331788SEC# 801-131204Austin, TX
Export (members)
Reg. AUM
$483.7M
Employees
4
Accounts
1
Location
Austin, TX

Militia Investments, LLC assets under management

Militia Investments, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2024. It reports $483.7 million in regulatory assets under management and employs 4 people.

Militia Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Orr ControlChief Investment Officer50-75%2024
Samuel Y Lee ControlChief Compliance Officer/Managing Member25-50%2024

Frequently asked questions

How much does Militia Investments, LLC manage?

Militia Investments, LLC reports $483.7 million in regulatory assets under management on its Form ADV.

How many employees does Militia Investments, LLC have?

Militia Investments, LLC reports 4 employees.

Where is Militia Investments, LLC located?

Militia Investments, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Militia Investments, LLC disclose fund performance?

Militia Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 W 2nd St, Suite 1900, Austin, TX 78701
Phone773-442-2294
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK2094007
Discloses disciplinary historyNo

Regulatory AUM

$483.7MNo change
Mar '26 — $483.7MApr '26 — $483.7MMay '26 — $483.7MJun '26 — $483.7M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$483.7Mregulatory AUM
Discretionary $483.7M