← Directory
MILESTONE INVESTMENTS, INC.
CRD 47090File 801-123585
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $277.3M
Clients
91
138 accounts
Employees
2
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 4, 2022
- Principal office
- 10700 SIKES PLACE, SUITE 315, CHARLOTTE, NC, 28277-0729
- Phone
- 704-716-2749
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $277.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 138
- Total accounts
- 138
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $32.4M |
| Pension and profit sharing plans | 22 | $232.5M |
| Individuals (other than high net worth individuals) | 46 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- 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 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.