Miller Equity Capital Advisors

Miller Equity Capital Advisors is a registered investment adviser specializing in private wealth management for high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. Founded in 1996 by Mark Miller, CFA, CPA/PFS, the firm's mission is to preserve and enhance clients' wealth with their best interests in mind. They offer financial planning, investment consulting, and wealth management services tailored to individual needs. The firm acts as a fiduciary, meaning they must act in clients' best interests and disclose any conflicts of interest. Clients must have a minimum investable asset of $2,000,000, with fees based on a percentage of assets under management. Investment strategies primarily focus on index investments, domestic and international stocks, and bonds. The firm does not charge performance-based fees or engage in side-by-side management. Clients receive regular account reviews, reports, and communication, with the option for discretionary investment management. The firm's employees, including Gene S. Gurley, hold professional designations and have extensive experience in financial planning and investment management. No disciplinary events have been reported for any employees.