CRD: 289116
Milestones Private Investment Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PeakOak +more
- Established Date
- 08-24-2017
- Office Locations
- 1
Office Locations
About Milestones Private Investment Advisors LLC
Milestones Private Investment Advisors is an independent, SEC-registered, fee-only RIA providing integrated investment management and financial planning for individuals, families, and professionals nationwide. The team follows a prudent, disciplined long-term approach, dynamically monitoring markets and tailoring portfolios to client goals; public filings indicate heavy use of ETFs. No product sales, commissions, or finder’s fees; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK THOMAS BUSCHER
MANAGING PRINCIPAL
- CRD
- #4774058
- Ownership
- 50% but less than 75%
HEATHER ANN PROCTOR
Chief Compliance Officer, MANAGING PRINCIPAL, PRINCIPAL
- CRD
- #2320887
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,629,880 | $386,531 |
| Non-Discretionary | $79,992,063 | $259,714 |
| Total | $222,621,943 | $328,836 |
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Separately Managed Accounts
Total SMA Asset: $222,621,943
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,460,486 | 21.7% |
| Public Funds | $2,395,700,265 | 40.6% |
| Cash | $2,224,578,817 | 37.7% |
| Total | $5,900,739,568 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX CAPITAL | ATLAS PRIME | I46ZPUT5E | ZHGC | 9.11% | $91,111,570 |
| BRIDGE ALPHA OAK | VITAL PATHWAY | K9L6L2HP6 | DVXOQ | 5.87% | $54,302,389 |
| PEAK FOUNDATION | CREST OPTIMA | GJK4LNQFC | DGGIQ | 2.96% | $1,952,671 |
| FOCUS GLACIER EMBER | GLACIER HORIZON | AXP82E0JD | FUPIL | 4.70% | $67,801,509 |
| SUMMIT BRIDGE | BEACON FOUNDATION | 9TDUKPBU6 | XJLMM | 12.08% | $64,885,709 |
| BRIDGE UNISON OPTIMA | HARBOR ATLAS | NJAZNK943 | FCVZG | 11.03% | $37,194,571 |
| PATHWAY WAVE | RIDGE MERIDIAN | V0W5YOLM4 | IPEF | 7.87% | $27,228,649 |
| DELTA DELTA ZENITH | QUANTUM CATALYST | 1UAIJSI6J | ESTD | 5.96% | $59,090,113 |