RIA Intel›Advisers›Colorado›THE MILLSTONE EVANS GROUP, LLC

THE MILLSTONE EVANS GROUP, LLC

Advisory

N·BOULDER, CO

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$893M
1-Year AUM Growth
+11.1%
3-Year CAGR
+2.1%
Employees
8
Assets Under Management
Total AUM$893M
Discretionary AUM$893M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients625
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record20
First FilingOct 29, 2020
Latest FilingJul 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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