Founder, Chief Investment Officer and Chief Compliance Officer · Peltoma Capital Partners
Rubin J. Miller
CRD 6351574 · Named on Form ADV at one SEC-registered adviser
At a glance
Peltoma Capital Partners, an SEC-registered wealth manager with $211 million in regulatory assets, lists Rubin J. Miller on its Form ADV as Founder, Chief Investment Officer and Chief Compliance Officer, a control person.
Firms and roles
- Peltoma Capital PartnersFounder, Chief Investment Officer and Chief Compliance OfficerWealth manager · United States · $211M in regulatory assets
AtlasMembers
Rubin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rubin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.