CRD: 311142
THE Millstone Evans Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2020
- Office Locations
- 1
Office Locations
About THE Millstone Evans Group, LLC
The Millstone Evans Group is a Boulder-based advisory firm led by President Sacha Millstone, focused on clear, relationship-driven financial planning for clients navigating major life transitions. The team provides tailored planning across retirement and longevity, estate planning and charitable giving, with an ESG-oriented approach to investing. Custody includes Raymond James.
Reported data analysis
What the numbers show
Between October 16, 2025 and July 8, 2026, reported AUM increased 14.8%, from $777.9M to $893.3M.
Across 5 reported observations, AUM increased 22.3% between December 9, 2022 and July 8, 2026, from $730.6M to $893.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 654 clients, or 81.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full THE Millstone Evans Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SACHA MILLSTONE
Financial Advisor, General Partner
- CRD
- #1372149
- Ownership
- 75% or more
ANNA Sergeeva TODOROVA
DIRECTOR OF OPERATIONS
- CRD
- #5832839
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Joseph Douglas Morris
Financial Advisor Client Service Team Lead
- CRD
- #7587049
TONI ANN NOTO
Partner
- CRD
- #1454948
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $893,343,036 | $333,711 |
| Non-Discretionary | $0 | -- |
| Total | $893,343,036 | $333,711 |
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Separately Managed Accounts
SMA allocation detail is available
THE Millstone Evans Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Millstone Evans Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.