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.
Former SEC-registered adviser
Miller Equity Capital Advisors
Legal name Centered Wealth, LLC
Latest filing Mar 21, 2025
First filing on the tape Feb 16, 2012 · 15 filings
SEC status approved since Jan 21, 2020
RAUM
$403M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
78%
$315M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$403M as of Mar 21, 2025
Mar 17, 2020$113M then
HNW client RAUM$310M as of Mar 21, 2025
Mar 17, 2020$102M then
State-registered IARs (5.B.3)2 as of Mar 21, 2025
Mar 17, 20202 then
Employees (5.A)6 as of Mar 21, 2025
Mar 17, 20202 then
Private funds: no history
RAUM +11% over the last fiscal year+43% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 21, 2025; every figure names its basis
- RAUM per advisor
- $201MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 18derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.9MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Custody
- $72.9M, 30 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$310M77%
- Charitable organizations$52.5M13%
- Corporations and businesses$35.5M8.8%
- Individuals$4.8M1.2%
- Individual clients
- 11reported
- HNW clients
- 24reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 258reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $72.9M for 30 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Gene Steven Gurley to Gibraltar Capital Management, Inc.May 20, 2025 · RIA to RIA
- Mark Anthony Miller to Gibraltar Capital Management, Inc.May 20, 2025 · RIA to RIA
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony Mark Miller · Managing Member & Chief Compliance Officercontrolsince 05/1996 · owns 75% or more
- Elizabeth Donna Miller · Membersince 12/2024 · owns less than 5%
Entity owners
- Ncf Charitable Assets Trust · Memberdirect · owns 10% to 25%
- Ncf Giving, Inc. · Trusteedirect · owns less than 5%
Related persons
Schedule D 7.A
- Mark A. Millerinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Irving, Tx · principal | 0 | 0 | 0 | ||
| Tulsa, Ok | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Tulsa, OK1 employees
What changed
consecutive filings, newest first
- Accounts · 257 to 258Dec 20, 2024 to Mar 21, 2025
- Advisory employees · 3 to 4Dec 20, 2024 to Mar 21, 2025
- HNW clients · 26 to 24Dec 20, 2024 to Mar 21, 2025
- Individual clients · 12 to 11Dec 20, 2024 to Mar 21, 2025
- Assets in custody · $13.1M to $72.9MDec 20, 2024 to Mar 21, 2025
- Employees · 5 to 6Dec 20, 2024 to Mar 21, 2025
- Organization form · Limited Liability Company to PartnershipDec 20, 2024 to Mar 21, 2025
- Discretionary RAUM · $362M to $403MDec 20, 2024 to Mar 21, 2025
- HNW RAUM · $268M to $310MDec 20, 2024 to Mar 21, 2025
- Individual RAUM · $4.4M to $4.8MDec 20, 2024 to Mar 21, 2025
- RAUM · $362M to $403MDec 20, 2024 to Mar 21, 2025
- Accounts · 241 to 257Mar 29, 2023 to Mar 21, 2024
- Advisory employees · 2 to 3Mar 29, 2023 to Mar 21, 2024
- HNW clients · 24 to 26Mar 29, 2023 to Mar 21, 2024
- Assets in custody · $10.7M to $13.1MMar 29, 2023 to Mar 21, 2024
- Employees · 2 to 5Mar 29, 2023 to Mar 21, 2024
- Other offices · 0 to 1Mar 29, 2023 to Mar 21, 2024
- Discretionary RAUM · $322M to $362MMar 29, 2023 to Mar 21, 2024
- HNW RAUM · $228M to $268MMar 29, 2023 to Mar 21, 2024
- Individual RAUM · $4.1M to $4.4MMar 29, 2023 to Mar 21, 2024
- RAUM · $322M to $362MMar 29, 2023 to Mar 21, 2024
- Accounts · 228 to 241Nov 2, 2022 to Mar 29, 2023
- Charity clients · unset to 5.0Nov 2, 2022 to Mar 29, 2023
- Assets in custody · $127M to $10.7MNov 2, 2022 to Mar 29, 2023
- Financial planning clients · 11-25 to 26-50Nov 2, 2022 to Mar 29, 2023
- Discretionary RAUM · $138M to $322MNov 2, 2022 to Mar 29, 2023
- HNW RAUM · $128M to $228MNov 2, 2022 to Mar 29, 2023
- Individual RAUM · $4.0M to $4.1MNov 2, 2022 to Mar 29, 2023
- RAUM · $138M to $322MNov 2, 2022 to Mar 29, 2023
- Accounts · 191 to 228Mar 17, 2021 to Mar 18, 2022
- HNW clients · 23 to 24Mar 17, 2021 to Mar 18, 2022
- Individual clients · 6 to 12Mar 17, 2021 to Mar 18, 2022
- Assets in custody · $97.2M to $127MMar 17, 2021 to Mar 18, 2022
- Financial planning clients · 1-10 to 11-25Mar 17, 2021 to Mar 18, 2022
- Discretionary RAUM · $116M to $138MMar 17, 2021 to Mar 18, 2022
- HNW RAUM · $108M to $128MMar 17, 2021 to Mar 18, 2022
- Individual RAUM · $2.4M to $4.0MMar 17, 2021 to Mar 18, 2022
- RAUM · $116M to $138MMar 17, 2021 to Mar 18, 2022
- Accounts · 35 to 191Jun 29, 2020 to Mar 17, 2021
- Charity clients · 3.0 to unsetJun 29, 2020 to Mar 17, 2021
Signals
5 dated events
- Miller Equity Capital Advisors no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $402.5M)Jun 2, 2025 · Left the SEC roster · derived
- Gene Steven Gurley left Miller Equity Capital Advisors for Gibraltar Capital Management, Inc. (registered 2025-01-24)May 20, 2025 · Advisor changed firm · fact
- Mark Anthony Miller left Miller Equity Capital Advisors for Gibraltar Capital Management, Inc. (registered 2025-01-30)May 20, 2025 · Advisor changed firm · fact
- Miller Equity Capital Advisors reported RAUM $322.1M, up 133% from $138.4M (2022-11-02 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Miller Equity Capital Advisors filed its initial SEC registration (Form ADV)Dec 9, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026