DFX Intelligence

A••••••• O• C•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A••••••• O• C•••

A••••••• O• C•••, LLC, CRD 315319

LAGUNA HILLS, CA

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Search this name across graphsid dfx:ria:48863499-7514-d6a6-84cb-7c362dd25586

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2026 to Apr 21, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $47.6M••• Locked
Discretionary RAUM: $47.6M
Private client RAUM: $47.6Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••••• A•••• R••••••	n/a	LAGUNA HILLS, CA	2	28	6	no
M••••• M••••• P••••	n/a	Newport Beach, CA	1	28

Relationships

Registered with (3)

← M••••• M••••• P••••Advisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← G•••••• A•••• R••••••Advisorregistration: current employment
Feb 23, 2024 to presentfactForm ADV
← JAMES ROBERT MCMILLERAdvisorregistration: previous registration
Aug 11, 2022 to Feb 29, 2024factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor changed firm
James Robert Mcmiller left A••••••• O• C••• for Fourstar Wealth Advisors, Llc (registered 2024-03-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48863499-7514-d6a6-84cb-7c362dd25586
First observed: Apr 21, 2026
Last observed: Apr 21, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.