New Millennium Group, Llc
- Regulatory AUM
- $257M
- Discretionary
- $244M
- Clients
- 895
- Avg AUM / client
- $287K
- Accounts
- 2,064
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 844 | $162M | 62.9% |
| High net worth individuals | 37 | $86.1M | 33.5% |
| Pension and profit sharing plans | 7 | $6.2M | 2.42% |
| Corporations and other businesses | 7 | $3.1M | 1.22% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Quinn Overstreet | Managing Member | Apr 2019 (7y) | ≈ 18.75% – 50% via Firenze Investment Group, Llc | |
| Tyler John Glazier | Cco | Oct 2019 (7y) | ≈ 12.5% – 37.5% via M.S.H. Enterprises I, Llc | |
| Collyn D Kirry | Managing Member | Feb 2022 (4y) | ≈ 18.75% – 56.25% via Suburban Ventures Llc | |
| Bryon Powell | Registered representative | May 2021 (5y) | ||
| Myles Benjaman Overstreet | Registered representative | May 2022 (4y) | ||
| Liam Downing Sebastian Elliott | Registered representative | Nov 2023 (3y) | ||
| Armand Michel Overstreet | Registered representative | Jan 2024 (3y) | ||
| Koby T Glazier | Registered representative | Mar 2025 (1y) | ||
| Huayi Wang | Registered representative | Jun 2025 (1y) | ||
| Brennon Lund | Registered representative | Jul 2025 (1y) | ||
| Thatcher Scott Schwendiman | Registered representative | Jan 2026 (1y) | ||
| Remington Patrick Adams | Registered representative | Feb 2026 (1y) | ||
| Matthew E Guzman | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M.S.H. Enterprises I, Llc | Managing Member | Dec 2023 | A | 50% – 75% |
| Firenze Investment Group, Llc | Managing Member | Dec 2023 | A | 25% – 50% |
| Suburban Ventures Llc | Managing Member | Nov 2023 | B | ≈ 25% – 56.25% via M.S.H. Enterprises I, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Derek Quinn Overstreet: 75% – 100% of Firenze Investment Group, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Tyler John Glazier: 25% – 50% of M.S.H. Enterprises I, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Collyn D Kirry: 75% – 100% of Suburban Ventures Llc × 50% – 75% of M.S.H. Enterprises I, Llc × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Suburban Ventures Llc: 50% – 75% of M.S.H. Enterprises I, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $257M (100% of AUM) Apr 2026
- Charles Schwab & Co. $118M (100% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗