← Tributary

THE MILLSTONE EVANS GROUP, LLC

BOULDER, CO · CRD 311142 · IAPD ↗ · millstoneevansgroup.com · 720-728-2801

$893.3MRegulatory AUM
8Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — THE MILLSTONE EVANS GROUP, LLC notice-filed in GA, HI, ME, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — THE MILLSTONE EVANS GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — THE MILLSTONE EVANS GROUP, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2025 — THE MILLSTONE EVANS GROUP, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — THE MILLSTONE EVANS GROUP, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — THE MILLSTONE EVANS GROUP, LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — THE MILLSTONE EVANS GROUP, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — THE MILLSTONE EVANS GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.