MILLSTONE FINANCIAL GROUP

Legal name: MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY

CRD 297882File 801-135605

APPROVED

Retail clients

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$104.4M

Bottom 25% of cohort (national)

Discretionary AUM

$101.5M

Non-discretionary $3.0M

Clients

297

483 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 20, 2026
Principal office: 902 CARNEGIE CENTER BLVD, SUITE 130, PRINCETON, NJ, 08540
Phone: 732-385-8544
Website: http://www.millstonefinancialgroup.net/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $104.4M
Discretionary AUM: $101.5M
Non-discretionary AUM: $3.0M
Discretionary accounts: 466
Non-discretionary accounts: 17
Total accounts: 483
AUM per client: $352K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	67	$53.6M
Individuals (other than high net worth individuals)	230	$50.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.