{
  "crd_number": 167266,
  "slug": "millstone-capital-advisors-llc-saint-louis-mo-167266",
  "primary_business_name": "MILLSTONE CAPITAL ADVISORS, LLC",
  "legal_name": "MILLSTONE CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Saint Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2016-03-31",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://millstoneca.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167266",
  "city_as_filed": "SAINT LOUIS",
  "url": "https://advisorcensus.com/firm/millstone-capital-advisors-llc-saint-louis-mo-167266",
  "display_name": "Millstone Capital Advisors, LLC",
  "summary": "Millstone Capital Advisors, LLC is an exempt reporting adviser in Saint Louis, MO, filing reports since 2016. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Millstone Capital Advisors, LLC (CRD 167266): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Millstone Capital Advisors, LLC located?",
      "a": "Millstone Capital Advisors, LLC's principal office is in Saint Louis, MO, according to its Form ADV."
    },
    {
      "q": "How does Millstone Capital Advisors, LLC report to regulators?",
      "a": "Millstone Capital Advisors, LLC is an exempt reporting adviser, filing reports since 2016. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 167266."
    },
    {
      "q": "Does Millstone Capital Advisors, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167266"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-04-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/millstone-capital-advisors-llc-saint-louis-mo-167266.md",
  "clients": [],
  "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/167266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
