T
CRD: 311142
THE Millstone Evans Group, LLC
$893.3M Total AUM
$893.3M Disc. AUM
6.2% 3Y CAGR
8 Employees
654 ADV. Clients
5 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2020
- Office Locations
- 1
Office Locations
4940 Pearl East Circle Suite 302 Boulder CO
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.
Team overview
40 AVG AGE
$111.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.7 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
SACHA MILLSTONE
Financial Advisor, General Partner
- CRD
- #1372149
- Ownership
- 75% or more
Available
Available
Available
A
ANNA Sergeeva TODOROVA
DIRECTOR OF OPERATIONS
- CRD
- #5832839
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
Joseph Douglas Morris
--
- CRD
- #7587049
Available
Available
Available
T
TONI ANN NOTO
Partner
- CRD
- #1454948
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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