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Alan Jonathan Miller

Cumulare Asset Management, LLC

Hollywood, FL

CRD 6582942

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Employer firm

Cumulare Asset Management, LLC CRD 288846

$7.23M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cumulare Asset Management, Llc

Hollywood, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-24
  • FL RA
    APPROVED
    Since 2025-12-24

Branch Locations

Hollywood, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miller Ockham Asset Management Hollywood FL 01/2016 12/2019
Miller Ockham Asset Management Hollywood FL 10/2015 Present
Cumulare Asset Management, Llc Hollywood FL 10/2017 Present
Cumulare Asset Management Llc Hollywood FL 08/2017 Present
Previous Registrations
  • 2016-03-01 → 2019-12-23
    Miller Ockham Asset Management Llc
    Hollywood, FL
Other Businesses

Miller Ockham Asset Management LLC; Private Non-Registered Investment Adviser; 10/2015; Managing Member/CCO; Start Date: 10/2015.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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