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 |
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Compensation | % of AUMHourly chargesFixed fees |
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
M***@**************M
(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
G***@**************M
(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 |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MILLER, MARK, ANTHONY | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 05/1996 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
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 |