{
  "crd_number": 310441,
  "slug": "milestone-asset-management-llc-pittsburgh-pa-310441",
  "primary_business_name": "MILESTONE ASSET MANAGEMENT, LLC",
  "legal_name": "MILESTONE ASSET MANAGEMENT, LLC",
  "dbas": [
    "HAYES ADVISORY GROUP",
    "LEGACY CAPITAL PARTNERS",
    "WEST FINANCIAL GROUP"
  ],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-14",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-20",
  "carried_forward": false,
  "raum_total": 690673342.0,
  "raum_discretionary": 690673342.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 275946.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 425194459.0,
      "count": 335
    },
    "high_net_worth_individuals": {
      "raum": 263524901.0,
      "count": 1012
    },
    "corporations_other_businesses": {
      "raum": 1678036.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "DE",
    "FL",
    "IN",
    "KY",
    "MD",
    "MI",
    "NC",
    "NH",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/Legacy-Capital-Planners-LLC-1382364111980901",
    "https://facebook.com/TheRetirementMoneyMattersShow",
    "https://facebook.com/profile.php?id=61563428243618",
    "https://facebook.com/westadvisorygroupus",
    "https://hayesadvisorygroup.com",
    "https://legacycapitalplanners.com",
    "https://linkedin.com/company/west-advisory-group",
    "https://linkedin.com/in/t-brian-hayes",
    "https://milestoneam.com",
    "https://milestoneassetmanagement.com",
    "https://pinterest.com/westadvisorygroup",
    "https://twitter.com/Legacy_Capital",
    "https://twitter.com/westadvisorygrp",
    "https://westadvisorygroup.com",
    "https://youtube.com/@LegacyCapitalPlanner",
    "https://youtube.com/@westadvisorygroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310441",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/milestone-asset-management-llc-pittsburgh-pa-310441",
  "display_name": "Milestone Asset Management, LLC",
  "summary": "Milestone Asset Management, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.",
  "citation": "AdvisorCensus. Milestone Asset Management, LLC (CRD 310441): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Milestone Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Milestone Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Milestone Asset Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 20, 2026 states: Flat fee: $500 to $4,000 (Full Financial Plan: broad based planning services); Flat fee: $250 to $1,200 (Modular Financial Plan: a modular plan for clients who request specific…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Milestone Asset Management, LLC located?",
      "a": "Milestone Asset Management, LLC's principal office is in Pittsburgh, PA, according to its Form ADV; the March 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Milestone Asset Management, LLC registered with the SEC or a state?",
      "a": "Milestone Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310441."
    },
    {
      "q": "How much does Milestone Asset Management, LLC manage?",
      "a": "Milestone Asset Management, LLC reports $690,673,342 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Milestone Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Milestone Asset Management, LLC: Regulatory assets under management: $255,369,442 in the October 2021 data and $690,673,342 in the October 2026 data, up 170%. Total employees: 15 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Milestone Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,012); individuals (other than high net worth individuals) (335); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Milestone Asset Management, LLC use?",
      "a": "Milestone Asset Management, LLC'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."
    },
    {
      "q": "Does Milestone Asset Management, LLC report any disciplinary disclosures?",
      "a": "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/310441"
    },
    {
      "q": "What changed in Milestone Asset Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 11 to 13. Regulatory assets under management went from $546,273,689 to $690,673,342 (+26%). Added an office in Sarasota, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 255369442.0,
      "total_employees": 15,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 398495922.0,
      "total_employees": 15,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 384400035.0,
      "total_employees": 7,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 445758992.0,
      "total_employees": 9,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 546273689.0,
      "total_employees": 11,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 690673342.0,
      "total_employees": 13,
      "filing_date": "2026-02-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 13.",
        "Regulatory assets under management went from $546,273,689 to $690,673,342 (+26%).",
        "Added an office in Sarasota, FL."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA, DC, KY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $4,000 (Full Financial Plan: broad based planning services)",
      "Flat fee: $250 to $1,200 (Modular Financial Plan: a modular plan for clients who request specific…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $4,000 (Full Financial Plan: broad based planning services)"
        ],
        "quotes": [
          "Full Financial Plan: Milestone will charge a fixed fee that ranges from $500.00 to $4,000.00, for broad based planning services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $1,200 (Modular Financial Plan: a modular plan for clients who request specific…)"
        ],
        "quotes": [
          "Modular Financial Plan: Milestone will charge a fixed fee that ranges from $250 to $1,200 for a modular plan for clients who request specific services and do not desire a broad based written financial plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 4000.0,
          "period": "one_time",
          "service": "Full Financial Plan: broad based planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 1200.0,
          "period": "one_time",
          "service": "Modular Financial Plan: a modular plan for clients who request specific services and do not desire a broad based written"
        }
      ]
    },
    "quotes": [
      "Full Financial Plan: Milestone will charge a fixed fee that ranges from $500.00 to $4,000.00, for broad based planning services.",
      "Modular Financial Plan: Milestone will charge a fixed fee that ranges from $250 to $1,200 for a modular plan for clients who request specific services and do not desire a broad based written financial plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/milestone-asset-management-llc-pittsburgh-pa-310441.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 335,
      "fewer_than_5": false,
      "raum": 425194459.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1012,
      "fewer_than_5": false,
      "raum": 263524901.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 275946.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1678036.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310441",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}