# Betro Mileszko & Company

> Betro Mileszko & Company is an SEC-registered investment advisory firm in Foxboro, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 145184
- Filed as: BETRO MILESZKO & COMPANY
- Legal name: Betro Mileszko & Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Foxboro, MA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145184
- AdvisorCensus page: https://advisorcensus.com/firm/betro-mileszko-and-company-foxboro-ma-145184

## Quick answers

**How is Betro Mileszko & Company compensated?**
On its Form ADV (Item 5.E, October 2026), Betro Mileszko & Company reports these compensation arrangements: a percentage of assets under its management.

**How much does Betro Mileszko & Company charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $2,500,000: 0.85% a year; $2,500,001 to $5,000,000: 0.75% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Betro Mileszko & Company located?**
Betro Mileszko & Company's principal office is in Foxboro, MA, according to its Form ADV.

**Is Betro Mileszko & Company registered with the SEC or a state?**
Betro Mileszko & Company is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 145184.

**How much does Betro Mileszko & Company manage?**
Betro Mileszko & Company reports $144,815,821 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (99% discretionary).

**How have Betro Mileszko & Company's assets and staff changed since 2021?**
In the Form ADV data for Betro Mileszko & Company: Regulatory assets under management: $132,753,291 in the October 2021 data and $144,815,821 in the October 2026 data, up 9%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Betro Mileszko & Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (45); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Betro Mileszko & Company use?**
Betro Mileszko & Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Betro Mileszko & Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145184

**Does Betro Mileszko & Company state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Currently, we do not require a minimum account size for investment advisory clients."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Up to $1,000,000: 1% a year
- $1,000,001 to $2,500,000: 0.85% a year
- $2,500,001 to $5,000,000: 0.75% a year
- Above $5,000,000: see the brochure

> Betro | Mileszko & Company’s standard fee schedule is detailed below: Assets Under Management Annual Fee Rate $0 - $1,000,000 1.0% $1,000,001 - $2,500,000 0.85% $2,500,001 - $5,000,000 0.75% Over $5,000,000 Negotiable

- Account minimum: None

> Currently, we do not require a minimum account size for investment advisory clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $144,815,821
- Discretionary: $142,716,505
- Non-discretionary: $2,099,316

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $30,324,152 |
| High net worth individuals | 45 | $112,392,353 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,099,316 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [betromileszko.com](https://betromileszko.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,753,291 | 2 | April 2, 2021 |
| October 2022 | $134,033,002 | 2 | March 31, 2022 |
| October 2023 | $114,655,921 | 2 | March 29, 2023 |
| October 2024 | $131,840,236 | 2 | March 27, 2024 |
| October 2025 | $133,256,318 | 2 | March 27, 2025 |
| October 2026 | $144,815,821 | 2 | March 26, 2026 |

Regulatory assets under management: $132,753,291 in the October 2021 data and $144,815,821 in the October 2026 data, up 9%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Betro Mileszko & Company (CRD 145184): Form ADV filing data as of October 2026.