Milestone Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 4, 2026, reports $277M in regulatory assets under management, 2 employees, and 138 accounts.
Assets Under Management
$277M
Employees
2
Offices
--
Total Clients
91
Primary office
CHARLOTTE, NC
10700 SIKES PLACE, SUITE 315, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
46
2
HNWI
25.3%
23
3
Pension Plans
24.2%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of February 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$277M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$277M
Total Accounts138
10Y AUM Change+$168M (+153.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change-1 (-33.3%)
* 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.