SourcingSourcing

THE MILLSTONE EVANS GROUP, LLC

C48
CRD 311142·SEC 801-119896·BOULDER, CO
AUM
$893.3M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE MILLSTONE EVANS GROUP, LLC
CRD
311142
SEC file #
801-119896
EIN
—
DBA names
—

Economics

AUM
$893.3M
AUM band
$500M-$1B
AUM trajectory
'22'26
$650.6M → $893.3M▲ +37%
Client mix
Individuals Other420
Individuals High Net Worth210
Charitable Organizations12
Corporations12

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
8 advisors → 8 advisors▬ 0%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
millstoneevansgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLSTONE, SACHA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MILLSTONE, SACHA
KERN, RYAN, ALBERT RUDOLPH
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
ok
Rdap Domain
MILLSTONEEVANSGROUP.COM
Rdap Domain Creation Date
2004-01-05T17:25:43Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-05T17:25:43Z
Rdap Domain Last Changed
2022-10-31T16:02:42Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1372149
Trust Company Affiliate
No

People (8)

8
MILLSTONE, SACHA
IAR · Direct Owner · 87.5%
1372149
KERN, RYAN, ALBERT RUDOLPH
IAR · Executive Officer · 2.5%
4199268
Wilson, Byron, Keith
IAR · Executive Officer · 2.5%
4014776
TODOROVA, ANNA
IAR · Executive Officer · 2.5%
5832839
Madeline Marie Stutz
IAR
7820250
MARTIAL ANGE FRINDETHIE
IAR
6012617
TONI ANN NOTO
IAR
1454948
Joseph Douglas Morris
IAR
7587049