# New Millennium Group

> New Millennium Group is an SEC-registered investment advisory firm in Sandy, UT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 299249
- Filed as: NEW MILLENNIUM GROUP
- Legal name: New Millennium Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sandy, UT
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299249
- AdvisorCensus page: https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249

## Quick answers

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

**How much does New Millennium Group charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $1,000 to $10,000 (Financial Planning fees); Hourly rate: $150 an hour (creating your financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is New Millennium Group located?**
New Millennium Group's principal office is in Sandy, UT, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is New Millennium Group registered with the SEC or a state?**
New Millennium Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299249.

**How much does New Millennium Group manage?**
New Millennium Group reports $257,019,092 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (95% discretionary).

**How have New Millennium Group's assets and staff changed since 2021?**
In the Form ADV data for New Millennium Group: Regulatory assets under management: $118,408,794 in the October 2021 data and $257,019,092 in the October 2026 data, up 117%. Total employees: 8 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Millennium Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (844); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

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

**Does New Millennium Group 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/299249

**Does New Millennium Group state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We have no minimum initial account value for opening an account with our firm."

**What changed in New Millennium Group's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 12. Regulatory assets under management went from $200,605,006 to $257,019,092 (+28%).

## 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 February 26, 2026)

- Account minimum: None

> We have no minimum initial account value for opening an account with our firm.

- Flat fee: $1,000 to $10,000 (Financial Planning fees)

> Financial Planning fees are fixed fees only and range from $1,000 to $10,000. The specific fixed fee for your financial plan is specified in your planning agreement with NMG.

- Hourly rate: $150 an hour (creating your financial plan)

> The hourly rate used for this purpose is $150/hour. The hourly rate would be stated in your executed Financial Planning Agreement.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $257,019,092
- Discretionary: $244,391,356
- Non-discretionary: $12,627,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 844 | $161,540,249 |
| High net worth individuals | 37 | $86,127,824 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,213,221 |
| Corporations or other businesses not listed above | 7 | $3,137,798 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, MO, NV, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Clearfield, UT
- Spokane, WA
- St. George, UT

### Websites listed on Form ADV (Item 1.I)
- yournewmillenniumgroup.com
- Facebook @yournewmillenniumgroup
- Instagram @yournewmillenniumgroup
- LinkedIn @new-millennium-group-inc-
- X @NewMillenniumUt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,408,794 | 8 | August 11, 2021 |
| October 2022 | $158,487,570 | 15 | September 26, 2022 |
| October 2023 | $114,396,161 | 13 | August 17, 2023 |
| October 2024 | $144,462,410 | 15 | April 24, 2024 |
| October 2025 | $200,605,006 | 18 | April 23, 2025 |
| October 2026 | $257,019,092 | 18 | April 22, 2026 |

Regulatory assets under management: $118,408,794 in the October 2021 data and $257,019,092 in the October 2026 data, up 117%.
Total employees: 8 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 12.
- Regulatory assets under management went from $200,605,006 to $257,019,092 (+28%).

### January 2026
- No longer registered or notice-filed in IN, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Millennium Group (CRD 299249): Form ADV filing data as of October 2026.