Millstone Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Millstone, NJ. Its latest Form ADV filing, dated March 9, 2026, reports $104M in regulatory assets under management, 9 employees, 3 offices, and 483 accounts.
Assets Under Management
$104M
Employees
9
Offices
2 offices
Total Clients
297
Primary office
PRINCETON, NJ
902 CARNEGIE CENTER BLVD, SUITE 130, PRINCETON, NJ, United States
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
230
2
HNWI
22.6%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104Mas of May 21, 2026
Discretionary97.2%
$101M
97% of total RAUM97.2%
Non-discretionary2.8%
$3M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$104M
Total Accounts483
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee33:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.