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MILLER EQUITY CAPITAL ADVISORS

5605 N. Macarthur Blvd.
Suite 860
Irving, Texas 75038
Tel: (972) 490-4345

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About MILLER EQUITY CAPITAL ADVISORS

MILLER EQUITY CAPITAL ADVISORS, formally registered with the SEC as MILLER EQUITY CAPITAL ADVISORS. The firm was established in 01/21/2020. They have over 1 offices throughout the country.

MILLER EQUITY CAPITAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $322,078,504 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141343
SEC#801-117916
Assets Managed by Firm$322,078,504
No. of Clients241
No. of Advisors2

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total241$322,078,504
Individuals (other than high net worth individuals)12$4,131,614
High net worth individuals24$227,838,905
Charitable organizations5$57,583,417
Corporations or other businessesFewer than 5 clients$32,524,568

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