The Millstone Evans Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated April 27, 2026, reports $893M in regulatory assets under management, 8 employees, 2 offices, and 2,677 accounts.
Assets Under Management
$893M
Employees
8
Offices
2 offices
Total Clients
654
Primary office
BOULDER, CO
4940 PEARL EAST CIRCLE, SUITE 302, BOULDER, CO, United States
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
420
2
HNWI
32.1%
210
3
Charitable
1.8%
12
4
Corporations
1.8%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$893Mas of April 27, 2026
Discretionary100.0%
$893M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$893M
Total Accounts2,677
10Y AUM Change+$893M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee82:1
10Y Employee Change-3 (-27.3%)
* 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.