SourcingSourcing

MILESTONE ASSET MANAGEMENT GROUP, LLC

C43
CRD 282896·SEC 801-128334·AVON, CT
AUM
$309.0M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$927K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILESTONE ASSET MANAGEMENT GROUP, LLC
CRD
282896
SEC file #
801-128334
EIN
811333419
DBA names
—

Economics

AUM
$309.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$222.6M → $309.0M▲ +39%
Client mix
Individuals High Net Worth124
Individuals Other90

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
AVON CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
facebook.com/milestoneamg(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEZHERITSKIY, MICHAEL, V
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MEZHERITSKIY, MICHAEL, V
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002063452
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-03-27
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002063364-26-000157

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
302 WEST MAIN STREET, SUITE 206AVON, CT 06001
Business
302 WEST MAIN STREET, SUITE 206AVON, CT 06001
Edgar EIN
811333419
Edgar Recent Filings
13F-HR2026-05-15 · 0002063364-26-000157
13F-HR2026-02-03 · 0002063364-26-000051
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4216984
Trust Company Affiliate
No

People (4)

4
MEZHERITSKIY, MICHAEL, V
IAR · Direct Owner · 87.5%
4216984
ADAM BENJAMIN KALENDER
IAR
2953227
DANIELLE ELANDRA BARBATO
IAR
6916743
Richard C LoPresti
IAR
4297910