DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Fielding Miller

CaptrustinstitutionalRaleigh, NcIA-onlyIAPD 1587301

Feed of 09/14/2026

Also filed as J. Fielding Miller

At current firm

11 y

since Apr 9, 2015

In the industry

39 y

since Jan 20, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Executive Officerreportedcaptrust.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Captrust institutional current
since Apr 9, 2015 · Raleigh, Nc
Captrust Financial Advisors former
Oct 20, 2003 to Apr 22, 2015 · Raleigh, Nc
Wells Fargo Advisors wirehouse
Jun 15, 2002 to Oct 17, 2003 · Raleigh, Nc
Captrust Financial Advisors, LLC unclassified
Oct 1, 1997 to Jun 20, 2002 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Captrust Financial Advisors to Captrust
left Apr 22, 2015, registered Apr 9, 2015 (-13 days) · corporate re-registration, not a move
Wells Fargo Advisors to Captrust Financial Advisors
left Oct 17, 2003, registered Oct 20, 2003 (3 days) · Other
Captrust Financial Advisors, LLC to Wells Fargo Advisors
left Jun 20, 2002, registered Jun 15, 2002 (-5 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address