CAPITAL DEVELOPERS, LLC
Legal name: MILESTONE WEALTH
CRD #292797 SEC #801-117021 GREENVILLE, NC 252-756-7005
SEC Registered
Total AUM
$198.4M
Discretionary
$197.1M
Employees
4
Clients
0
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $198.4M | $197.1M | $1.4M | 4 | 0 |
| Feb 2025 | $198.4M | $197.1M | $1.4M | 4 | 0 |
| Sep 2024 | $162.8M | $159.9M | $2.9M | 4 | 0 |
| May 2024 | $162.8M | $159.9M | $2.9M | 4 | 0 |
| Mar 2024 | $162.8M | $159.9M | $2.9M | 4 | 0 |
| Mar 2023 | $144.7M | $141.9M | $2.8M | 4 | 0 |
| Feb 2022 | $146.7M | $144.7M | $2M | 3 | 0 |
| Oct 2021 | $133.2M | $130M | $3.2M | 3 | 0 |
| Mar 2021 | $133.2M | $130M | $3.2M | 3 | 0 |
| Jan 2021 | $113.2M | $113.2M | $0 | 3 | 0 |
| Jul 2020 | $113.2M | $113.2M | $0 | 4 | 0 |
| Jun 2020 | $113.2M | $113.2M | $0 | 4 | 0 |
| Mar 2020 | $113.2M | $113.2M | $0 | 4 | 0 |
| Aug 2019 | $103.7M | $103.7M | $0 | 3 | 1 |
| Jul 2019 | $103.7M | $103.7M | $0 | 3 | 1 |
| Jun 2019 | $103.7M | $103.7M | $0 | 3 | 1 |
DateOct 2025
Total AUM$198.4M
Discretionary$197.1M
Non-Disc.$1.4M
Employees4
Clients0
DateFeb 2025
Total AUM$198.4M
Discretionary$197.1M
Non-Disc.$1.4M
Employees4
Clients0
DateSep 2024
Total AUM$162.8M
Discretionary$159.9M
Non-Disc.$2.9M
Employees4
Clients0
DateMay 2024
Total AUM$162.8M
Discretionary$159.9M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2024
Total AUM$162.8M
Discretionary$159.9M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2023
Total AUM$144.7M
Discretionary$141.9M
Non-Disc.$2.8M
Employees4
Clients0
DateFeb 2022
Total AUM$146.7M
Discretionary$144.7M
Non-Disc.$2M
Employees3
Clients0
DateOct 2021
Total AUM$133.2M
Discretionary$130M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2021
Total AUM$133.2M
Discretionary$130M
Non-Disc.$3.2M
Employees3
Clients0
DateJan 2021
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees3
Clients1
DateJul 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees3
Clients1
DateJun 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees3
Clients1