Milborn Advisors, Ltd
● SEC registered since 2026CRD 291305SEC# 801-136020Milwaukee, WI
Reg. AUM
$107.7M
Employees
2
Accounts
659
Location
Milwaukee, WI
Milborn Advisors, Ltd assets under management
Milborn Advisors, Ltd is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2026. It reports $107.7 million in regulatory assets under management and employs 2 people.
Milborn Advisors, Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drew James Ashland Control | Chief Compliance Officer,owner And Partner | 50-75% | 2018 |
| Mark John Melby Hoffman Control | President | 50-75% | 2017 |
Frequently asked questions
How much does Milborn Advisors, Ltd manage?
Milborn Advisors, Ltd reports $107.7 million in regulatory assets under management on its Form ADV.
How many employees does Milborn Advisors, Ltd have?
Milborn Advisors, Ltd reports 2 employees.
Where is Milborn Advisors, Ltd located?
Milborn Advisors, Ltd is based in Milwaukee, WI and has been SEC-registered since 2026.
Does Milborn Advisors, Ltd disclose fund performance?
Milborn Advisors, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 N. Broadway, Suite 203, Milwaukee, WI 53202 |
| Phone | 414-585-0070 |
| Fax | 414-585-9677 |
| Office hours | 8:00a.m. - 6:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107.7Mregulatory AUM
Discretionary $107.7M