THE MILLSTONE EVANS GROUP, LLC
CRD #311142 SEC #801-119896 BOULDER, CO 720-728-2801
SEC Registered
Total AUM
$777.9M
Discretionary
$766.2M
Employees
13
Clients
51
Accounts
2,314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $777.9M | $766.2M | $11.7M | 13 | 2 |
| May 2025 | $777.9M | $766.2M | $11.7M | 13 | 2 |
| Apr 2025 | $777.9M | $766.2M | $11.7M | 13 | 2 |
| Apr 2025 | $777.9M | $766.2M | $11.7M | 13 | 2 |
| Mar 2025 | $777.9M | $766.2M | $11.7M | 13 | 2 |
| Nov 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Sep 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Sep 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Aug 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Aug 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Apr 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Mar 2024 | $700.3M | $564.6M | $135.7M | 10 | 0 |
| Feb 2024 | $623.1M | $614.2M | $9M | 11 | 0 |
| Dec 2023 | $623.1M | $614.2M | $9M | 11 | 0 |
| Nov 2023 | $623.1M | $614.2M | $9M | 12 | 0 |
| Jul 2023 | $623.1M | $614.2M | $9M | 11 | 0 |
| Jun 2023 | $623.1M | $614.2M | $9M | 12 | 0 |
| Jan 2023 | $623.1M | $614.2M | $9M | 11 | 0 |
| Dec 2022 | $730.6M | $718.6M | $12M | 12 | 0 |
| Aug 2022 | $730.6M | $718.6M | $12M | 12 | 0 |
| Mar 2022 | $730.6M | $718.6M | $12M | 12 | 0 |
| Mar 2021 | $650.6M | $643.3M | $7.2M | 11 | 0 |
| Jan 2021 | $0 | $0 | $0 | 11 | 0 |
| Oct 2020 | $0 | $0 | $0 | 11 | 0 |
DateOct 2025
Total AUM$777.9M
Discretionary$766.2M
Non-Disc.$11.7M
Employees13
Clients2
DateMay 2025
Total AUM$777.9M
Discretionary$766.2M
Non-Disc.$11.7M
Employees13
Clients2
DateApr 2025
Total AUM$777.9M
Discretionary$766.2M
Non-Disc.$11.7M
Employees13
Clients2
DateApr 2025
Total AUM$777.9M
Discretionary$766.2M
Non-Disc.$11.7M
Employees13
Clients2
DateMar 2025
Total AUM$777.9M
Discretionary$766.2M
Non-Disc.$11.7M
Employees13
Clients2
DateNov 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateSep 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateSep 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateAug 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateAug 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateApr 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateMar 2024
Total AUM$700.3M
Discretionary$564.6M
Non-Disc.$135.7M
Employees10
Clients0
DateFeb 2024
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees11
Clients0
DateDec 2023
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees11
Clients0
DateNov 2023
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees12
Clients0
DateJul 2023
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees11
Clients0
DateJun 2023
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees12
Clients0
DateJan 2023
Total AUM$623.1M
Discretionary$614.2M
Non-Disc.$9M
Employees11
Clients0
DateDec 2022
Total AUM$730.6M
Discretionary$718.6M
Non-Disc.$12M
Employees12
Clients0
DateAug 2022
Total AUM$730.6M
Discretionary$718.6M
Non-Disc.$12M
Employees12
Clients0
DateMar 2022
Total AUM$730.6M
Discretionary$718.6M
Non-Disc.$12M
Employees12
Clients0
DateMar 2021
Total AUM$650.6M
Discretionary$643.3M
Non-Disc.$7.2M
Employees11
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0