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MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429File 801-78337
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$877.6M
Above cohort median (national)
Discretionary AUM
$796.4M
Non-discretionary $81.2M
Clients
414
1,264 accounts
Employees
7
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 11, 2013
- Principal office
- 6702 STONEFIELD ROAD, SUITE 201, MIDDLETON, WI, 53562
- Phone
- 608-826-5730
- Website
- http://milestoneia.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $877.6M
- Discretionary AUM
- $796.4M
- Non-discretionary AUM
- $81.2M
- Discretionary accounts
- 1,258
- Non-discretionary accounts
- 6
- Total accounts
- 1,264
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 218 | $718.7M |
| Pension and profit sharing plans | 6 | $81.2M |
| Individuals (other than high net worth individuals) | 190 | $77.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.