The Millstone Evans Group, LLC
● SEC registered since 2020CRD 311142SEC# 801-119896Boulder, CO
Reg. AUM
$893.3M
Employees
8
Accounts
2,677
Location
Boulder, CO
The Millstone Evans Group, LLC assets under management
The Millstone Evans Group, LLC operates as an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2020. It reports $893.3 million in regulatory assets under management and employs 8 people.
The Millstone Evans Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Todorova Control | Director Of Operations | Under 5% | 2026 |
| Byron Keith Wilson Control | Chief Compliance Officer | Under 5% | 2025 |
| Ryan Albert Rudolph Kern Control | Chief Operating Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does The Millstone Evans Group, LLC manage?
The Millstone Evans Group, LLC reports $893.3 million in regulatory assets under management on its Form ADV.
How many employees does The Millstone Evans Group, LLC have?
The Millstone Evans Group, LLC reports 8 employees.
Where is The Millstone Evans Group, LLC located?
The Millstone Evans Group, LLC is based in Boulder, CO and has been SEC-registered since 2020.
Does The Millstone Evans Group, LLC disclose fund performance?
The Millstone Evans Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4940 Pearl East Circle, Suite 302, Boulder, CO 80301 |
| Phone | 720-728-2801 |
| Fax | 866-522-9588 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2041943 |
| Discloses disciplinary history | No |
Regulatory AUM
$893.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$893.3Mregulatory AUM
Discretionary $893.3M