MILESTONE WEALTH
CAPITAL DEVELOPERS, LLC Legal Name
Adviser information for MILESTONE WEALTH last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 655 | $159.9M |
| Non-Discretionary | 50 | $2.9M |
| Total | 705 | $162.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 141 | $49.3M |
| HNW Individuals | 56 | $112.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 2 | $1.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS |
|---|---|
| Compensation | % of AUMFixed feesPERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS |
Identifiers
| SEC RIA File Number | 801-117021 |
|---|---|
| SEC ERA File Number | 801-117021 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292797 |
| Legal Entity Identifier | None |
Principal Office
500 RED BANKS ROADSUITE D
GREENVILLE
NC
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 252-756-7005, Fax: 252-756-7064
Websites
www.linkedin.com/company/milestone-wealth-usa/
www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/5e8c8344-602d-4c3d-b284-a82fdb8599ff
www.facebook.com/milestonewealthusa/
www.youtube.com/channel/uc7xcq8jlhjd3_isvzivp0uq
milestonewealthusa.com/
www.facebook.com/milestonewealthnc
www.instagram.com/milestone_wealth/
twitter.com/davehuntcfp
Chief Compliance Officer
DAVE HUNT
CCO
500 RED BANKS ROAD
SUITE D
GREENVILLE
NC
United States
Tel:
252-756-7005
Fax:
252-756-7064
D***@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUNT, DAVID, ROGER | Individual | – | OWNER/ MANAGING MEMBER/CCO | 09/2012 | > 75% |