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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2013
- Office Locations
- 1
Office Locations
About Milestone Investment Advisors, LLC
Milestone Investment Advisors, LLC is an independent boutique RIA based in Middleton (Madison), WI, providing highly personalized portfolio management and financial consulting for retail and institutional clients, including trust and retirement plan needs. The firm serves clients nationwide and builds portfolios using mutual funds and ETFs, supported by Tamarac and custody at Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT GARLAND ARMSTRONG
Financial Advisor, General Partner
- CRD
- #7368
- Ownership
- 25% but less than 50%
DANIEL PETER KAUPER
Investment Advisor
- CRD
- #1439147
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL EDMUND ARBET
Vice President
- CRD
- #1463240
Darrin Michael Sharp
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- CRD
- #4084080
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,355,953 | $633,033 |
| Non-Discretionary | $81,248,592 | $13,541,432 |
| Total | $877,604,545 | $694,307 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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