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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUVALL, MICHELE, RENEE | I | VICE PRESIDENT HUMAN RESOURCES & ADMINISTRATION | NA | |
| DUVALL, MICHELE, RENEE | I | VICE PRESIDENT HUMAN RESOURCES & ADMINISTRATION | NA | |
| DUVALL, MICHELE, RENEE | I | VICE PRESIDENT HUMAN RESOURCES & ADMINISTRATION | NA | |
| DUVALL, MICHELE, RENEE | I | VICE PRESIDENT HUMAN RESOURCES & ADMINISTRATION | NA | |
| DUVALL, MICHELE, RENEE | I | VICE PRESIDENT HUMAN RESOURCES & ADMINISTRATION | NA | |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOUBBORON, RILEY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilson, Byron, Keith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilson, Byron, Keith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilson, Byron, Keith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilson, Byron, Keith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilson, Byron, Keith | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| MILLSTONE, SACHA | I | OWNER, ELECTED MANAGER | D | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
| EVANS, GREGORY, BLAIR | I | OWNER | C | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (28)
AZ CA CO DC DE FL GA HI IL MA MD ME MI MN MO NC NH NJ NM NY OH OR PA TN TX VA VT WA
Address
4940 PEARL EAST CIRCLESUITE 302
BOULDER, CO 80301
United States
Phone: 720-728-2801