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MILLER EQUITY CAPITAL ADVISORS

IRVING, TX · CRD 141343 · IAPD ↗ · mecadvisors.com · (972) 490-4345

$402.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — MILLER EQUITY CAPITAL ADVISORS (IRVING, TX) left the SEC roster (was $402.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — MILLER EQUITY CAPITAL ADVISORS notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MILLER EQUITY CAPITAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.