MILLER EQUITY CAPITAL ADVISORS

CENTERED WEALTH, LLC Legal Name

Adviser information for MILLER EQUITY CAPITAL ADVISORS last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 257 $362.0M
Non-Discretionary 0 $0
Total 257 $362.0M

Clients

Type Number RAUM
Individuals 12 $4.4M
HNW Individuals 26 $268.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $53.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $35.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-117916
SEC ERA File Number 801-117916
SEC CIK Numbers 1894543
SEC CRD Numbers 141343
Legal Entity Identifier None

Principal Office

5605 N. MACARTHUR BLVD.
SUITE 860
IRVING
TX
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: (972) 490-4345, Fax: (972) 490-0141

Chief Compliance Officer

MARK A. MILLER
PRESIDENT
5605 N. MACARTHUR BLVD.
SUITE 860
IRVING
TX
United States
Tel: (972) 490-4345
Fax: (972) 490-0141
(Full email address available in API data)

Regulatory Contact

GENE GURLEY
INVESTMENT ADVISOR REPRESENTATIVE
5605 N. MACARTHUR BLVD.
SUITE 860
IRVING
TX
United States
Tel: (972) 490-4345
Fax: (972) 490-0141
(Full email address available in API data)

Industry Affiliates

MILLER EQUITY CAPITAL ADISORS Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MILLER, MARK, ANTHONY Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 05/1996 > 75%

No. Employees, Historic

105020192020202120222023202420252 on 12/9/20192 on 3/17/20202 on 6/16/20202 on 6/29/20202 on 3/17/20212 on 3/18/20222 on 11/2/20222 on 3/29/20235 on 3/21/2024

RAUM, Historic

400M200M02019202020212022202320242025108387105 on 12/9/2019113116878 on 3/17/2020113116878 on 6/16/2020113116878 on 6/29/2020115635029 on 3/17/2021138367494 on 3/18/2022138367494 on 11/2/2022322078504 on 3/29/2023361974828 on 3/21/2024

No. Clients, Historic

50250201920202021202220232024202531 on 12/9/201935 on 3/17/202035 on 6/16/202035 on 6/29/202029 on 3/17/202136 on 3/18/202236 on 11/2/202241 on 3/29/202343 on 3/21/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 349K 2K 0
AMERICAN AIRLS GROUP INC COM 1M 127K 0
AMERICAN WTR WKS CO INC NEW COM 265K 2K 0
APPLE INC COM 4M 17K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 15K 0
CHEVRON CORP NEW COM 285K 2K 0
CHIPOTLE MEXICAN GRILL INC COM 6M 89K 0
COSTCO WHSL CORP NEW COM 6M 7K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 637K 20K 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 940K 33K 0
EMERSON ELEC CO COM 3M 32K 0
ENERGY TRANSFER L P COM UT LTD PTN 833K 51K 0
EXXON MOBIL CORP COM 248K 2K 0
FIRST FINL BANKSHARES INC COM 1M 49K 0
GARMIN LTD SHS 4M 24K 0
INVESCO QQQ TR UNIT SER 1 7M 14K 0
ISHARES TR TIPS BD ETF 2M 16K 0
JPMORGAN CHASE & CO. COM 541K 3K 0
MICROSOFT CORP COM 5M 11K 0
PROGRESSIVE CORP COM 4M 17K 0
TESLA INC COM 2M 13K 0
TEXAS INSTRS INC COM 4M 20K 0
TYLER TECHNOLOGIES INC COM 2M 4K 0
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 1M 14K 0
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 872K 9K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 496K 6K 0
VANGUARD BD INDEX FDS INTERMED TERM 276K 4K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 11M 153K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 507K 10K 0
VANGUARD INDEX FDS LARGE CAP ETF 12M 49K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 1M 9K 0
VANGUARD INDEX FDS SMALL CP ETF 64M 295K 0
VANGUARD INDEX FDS MID CAP ETF 9M 36K 0
VANGUARD INDEX FDS SM CP VAL ETF 2M 13K 0
VANGUARD INDEX FDS REAL ESTATE ETF 859K 10K 0
VANGUARD INDEX FDS VALUE ETF 3M 17K 0
VANGUARD INDEX FDS TOTAL STK MKT 14M 52K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 351K 8K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 3M 24K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 3M 48K 0
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 2M 11K 0
VANGUARD STAR FDS VG TL INTL STK F 3M 43K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 227K 2K 0
VANGUARD WORLD FD ENERGY ETF 1M 8K 0
VANGUARD WORLD FD MATERIALS ETF 3M 16K 0
VANGUARD WORLD FD HEALTH CAR ETF 4M 16K 0
VANGUARD WORLD FD FINANCIALS ETF 5M 50K 0
VANGUARD WORLD FD UTILITIES ETF 755K 5K 0
VANGUARD WORLD FD COMM SRVC ETF 4M 32K 0
VANGUARD WORLD FD INF TECH ETF 13M 23K 0
VANGUARD WORLD FD CONSUM DIS ETF 8M 24K 0
VANGUARD WORLD FD INDUSTRIAL ETF 2M 9K 0
VANGUARD WORLD FD CONSUM STP ETF 2M 8K 0
WALMART INC COM 3M 48K 0
WILLIAMS COS INC COM 2M 49K 0