Milestone Investments, Inc.
● SEC registered since 2022CRD 47090SEC# 801-123585Charlotte, NC
Reg. AUM
$277.3M
Employees
2
Accounts
138
Location
Charlotte, NC
Milestone Investments, Inc. assets under management
Milestone Investments, Inc. operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2022. It reports $277.3 million in regulatory assets under management and employs 2 people.
Milestone Investments, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fredrick William Fisher Control | Ceo, Cco, Cfo, Finop | 50-75% | 2016 |
| Richard Woodrow Jr Addis Control | Chief Operating Officer, Aml Officer, Technology Officer | 50-75% | 2016 |
Frequently asked questions
How much does Milestone Investments, Inc. manage?
Milestone Investments, Inc. reports $277.3 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Investments, Inc. have?
Milestone Investments, Inc. reports 2 employees.
Where is Milestone Investments, Inc. located?
Milestone Investments, Inc. is based in Charlotte, NC and has been SEC-registered since 2022.
Does Milestone Investments, Inc. disclose fund performance?
Milestone Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10700 Sikes Place, Suite 315, Charlotte, NC 28277-0729 |
| Phone | 704-716-2749 |
| Fax | 704-716-2748 |
| Office hours | 8:30a.m. -5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$277.3M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$277.3Mregulatory AUM
Discretionary $0Non-discretionary $277.3M