# Milestone Asset Management Group, LLC

> Milestone Asset Management Group, LLC is an SEC-registered investment advisory firm in Avon, CT, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 282896
- Filed as: MILESTONE ASSET MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Avon, CT
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282896
- AdvisorCensus page: https://advisorcensus.com/firm/milestone-asset-management-group-llc-avon-ct-282896

## Quick answers

**How is Milestone Asset Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Milestone Asset Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Milestone Asset Management Group, LLC located?**
Milestone Asset Management Group, LLC's principal office is in Avon, CT, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Milestone Asset Management Group, LLC registered with the SEC or a state?**
Milestone Asset Management Group, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 282896.

**How much does Milestone Asset Management Group, LLC manage?**
Milestone Asset Management Group, LLC reports $308,965,271 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (97% discretionary).

**How have Milestone Asset Management Group, LLC's assets and staff changed since 2023?**
In the Form ADV data for Milestone Asset Management Group, LLC: Regulatory assets under management: $114,015,000 in the October 2023 data and $308,965,271 in the October 2026 data, up 171%. Total employees: 3 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Milestone Asset Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (90).

**Which custodians does Milestone Asset Management Group, LLC use?**
Milestone Asset Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Milestone Asset Management Group, LLC 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/282896

**Does Milestone Asset Management Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 15, 2026 says: "Our minimum account size requirement is $500,000.00, which we may waive at our discretion."

**What changed in Milestone Asset Management Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Our minimum account size requirement is $500,000.00, which we may waive at our discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $308,965,271
- Discretionary: $299,365,271
- Non-discretionary: $9,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $32,164,144 |
| High net worth individuals | 124 | $267,201,127 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Milford, CT
- West Nyack, NY

### Websites listed on Form ADV (Item 1.I)
- milestoneamg.com
- Facebook @MilestoneAMG
- Instagram @Milestoneamg
- LinkedIn @milestone-asset-management-group
- X @milestoneamg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,015,000 | 3 | July 31, 2023 |
| October 2024 | $157,797,769 | 3 | August 7, 2024 |
| October 2025 | $222,581,415 | 3 | February 11, 2025 |
| October 2026 | $308,965,271 | 7 | September 8, 2026 |

Regulatory assets under management: $114,015,000 in the October 2023 data and $308,965,271 in the October 2026 data, up 171%.
Total employees: 3 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.

### February 2026
- Regulatory assets under management went from $222,581,415 to $308,965,271 (+39%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milestone Asset Management Group, LLC (CRD 282896): Form ADV filing data as of October 2026.