The Millstone Evans Group, Llc
- Regulatory AUM
- $893M
- Discretionary
- $893M
- Clients
- 654
- Avg AUM / client
- $1.4M
- Accounts
- 2,677
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Investments (13F portfolio — 856 positions, $166,644,144)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated | COM | $14,410,663 | 56,782 | 8.65% | 1.61% |
| 2 | Nvidia Corporation | COM | $13,915,725 | 79,792 | 8.35% | 1.56% |
| 3 | Microsoft Corporation | COM | $6,410,007 | 17,316 | 3.85% | 0.72% |
| 4 | Berkshire Hathaway Incorporated Del Class B New | CL B NEW | $5,086,229 | 10,614 | 3.05% | 0.57% |
| 5 | Alphabet Incorporated Cap Stk Class C | CAP STK CL C | $3,640,827 | 12,692 | 2.18% | 0.41% |
| 6 | Jpmorgan Chase & Company | COM | $3,340,165 | 11,355 | 2.0% | 0.37% |
| 7 | Ishares Tr Rus Mdcp Val Etf | RUS MDCP VAL ETF | $3,257,726 | 22,353 | 1.95% | 0.36% |
| 8 | Ishares Tr Mrgstr Md Cp Val | MRGSTR MD CP VAL | $3,248,398 | 38,313 | 1.95% | 0.36% |
| 9 | Oracle Corporation | COM | $3,170,515 | 21,552 | 1.9% | 0.35% |
| 10 | Raymond James Finl Incorporated | COM | $2,800,159 | 19,339 | 1.68% | 0.31% |
| 11 | Johnson & Johnson | COM | $2,505,508 | 10,250 | 1.5% | 0.28% |
| 12 | Alphabet Incorporated Cap Stk Class A | CAP STK CL A | $2,485,086 | 8,642 | 1.49% | 0.28% |
| 13 | Amazon Com Incorporated | COM | $2,075,411 | 9,965 | 1.25% | 0.23% |
| 14 | First Trust North American Energy Infrastructure Fund | NO AMER ENERGY | $2,050,099 | 46,956 | 1.23% | 0.23% |
| 15 | Lincoln Elec Hldgs Incorporated | COM | $2,006,838 | 8,057 | 1.2% | 0.22% |
| 16 | Vanguard International High Dividend Yield Etf | INTL HIGH ETF | $1,764,644 | 18,725 | 1.06% | 0.2% |
| 17 | Vanguard Index Funds S&P 500 Etf Shs New | S&P 500 ETF SHS | $1,719,749 | 2,878 | 1.03% | 0.19% |
| 18 | State Street Spdr S&P Midcap 400 Etf Trust | UTSER1 S&PDCRP | $1,672,653 | 2,712 | 1.0% | 0.19% |
| 19 | Merck & Company Incorporated | COM | $1,634,260 | 13,586 | 0.98% | 0.18% |
| 20 | International Business Machines | COM | $1,591,760 | 6,567 | 0.96% | 0.18% |
| 21 | Ge Aerospace Com New | COM NEW | $1,498,589 | 5,281 | 0.9% | 0.17% |
| 22 | Thermo Fisher Scientific Incorporated | COM | $1,475,573 | 3,002 | 0.89% | 0.17% |
| 23 | State Street Spdr S&P 500 Etf Trust | TR UNIT | $1,215,485 | 1,869 | 0.73% | 0.14% |
| 24 | Tcw Transform Systems Etf | TRANSFORM SYSTEM | $1,189,030 | 12,162 | 0.71% | 0.13% |
| 25 | Schwab Fundamental U.S. Large Company Etf | FUNDAMENTAL US L | $1,158,309 | 41,591 | 0.7% | 0.13% |
Top 25 of 856 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 420 | $132M | 14.7% |
| High net worth individuals | 210 | $742M | 83.0% |
| Charitable organizations | 12 | $11.0M | 1.23% |
| Corporations and other businesses | 12 | $9.3M | 1.04% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evans, Gregory, Blair | Owner | May 2020 (6y) | 25% – 50% | |
| Sacha Millstone | Owner, Elected Manager | May 2020 (6y) | 50% – 75% | |
| Duvall, Michele, Renee | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Toni Ann Noto | Registered representative | Jan 2021 (6y) | ||
| Madeline Marie Stutz | Registered representative | Nov 2023 (3y) | ||
| Joseph Douglas Morris | Registered representative | Apr 2025 (1y) | ||
| Byron Keith Wilson | Registered representative | Nov 2025 (1y) | ||
| Anna Sergeeva Todorova | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 07/08/2026 | 906 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Raymond James $893M (100% of AUM) Jul 2026
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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗