SourcingSourcing

MILESTONE FINANCIAL ASSOCIATES, LLC

B50
CRD 336684·SEC 801-133757·MACUNGIE, PA
AUM
$654.5M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILESTONE FINANCIAL ASSOCIATES, LLC
CRD
336684
SEC file #
801-133757
EIN
—
DBA names
—

Economics

AUM
$654.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$591.7M → $654.5M▲ +11%
Client mix
Individuals Other433
Individuals High Net Worth185
Pension Profit Sharing Plans18
Corporations9

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
MACUNGIE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
milestonefa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COULT, DAVID, SAMUEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COULT, DAVID, SAMUEL
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
MILESTONEFA.COM
Rdap Domain Creation Date
2005-03-15T16:50:29Z
Rdap Firm Age Years
21
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3565
Soi Zip Pct 200k Plus
0.1203
Soi Zip Returns 200k Plus
1,610
Soi Zip Total AGI
1,357,566
Fdic Zip Total Deposits
6,017,080,000
Fdic Zip Branch Count
123
Fdic Zip Top Banks
Wells Fargo Bank, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Meridian BankMacungie, PA
Ambassador Bank of the CommonwealthMacungie, PA
Fdic Zip HHI
1343.5
Fdic Zip Top Bank Share Pct
26.5
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-03-15T15:50:29Z
Rdap Domain Last Changed
2026-02-14T16:01:23Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,730
Returns3,280
Stub 2
AGI81,090
Returns2,170
Stub 3
AGI108,361
Returns1,740
Soi Zip Total Business Income
36,017
Soi Zip Total Cap Gains
40,064
Soi Zip Total Dividends
27,531
Soi Zip Total Returns
13,380
Top Owner CRD
2859900
Trust Company Affiliate
No

People (8)

8
COULT, DAVID, SAMUEL
IAR · Direct Owner · 87.5%
2859900
Justin T Poccia
IAR
7400626
PAUL ANTHONY JULIANO
IAR
6232569
JUSTIN RUSSELL MILLER
IAR
5710225
JEFF W LANSCEK
IAR
4746541
Mihir Shital Saudagar
IAR
7430510
Jeffrey Alex Hegedus
IAR
7354816
Holly O Clarke
IAR
7291848