Milestone Investments, Inc.
- Regulatory AUM
- $277M
- Discretionary
- $0
- Clients
- 91
- Avg AUM / client
- $3.0M
- Accounts
- 138
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $12.4M | 4.48% |
| High net worth individuals | 23 | $32.4M | 11.7% |
| Pension and profit sharing plans | 22 | $233M | 83.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brown Packing Retirement Plan Brown Packing Co., Inc. | Gaffney, SC | 2024 |
| C. Davis Electric Co., Inc. 401(k) Profit Sharing Plan C. Davis Electric Co., Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fredrick William Fisher | Ceo, Cco, Cfo, Finop | Chartered Financial Consultant | Dec 2002 (24y) | 50% – 75% |
| Richard Woodrow Addis | Chief Operating Officer, Aml Officer, Technology Officer | Nov 2003 (23y) | 50% – 75% |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brown Packing Retirement Plan | Brown Packing Co., Inc. | 374 | $12.6M | 01/01/2024 |
| C. Davis Electric Co., Inc. 401(k) Profit Sharing Plan | C. Davis Electric Co., Inc. | 197 | $13.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 907 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
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- The Vanguard Group, Inc. $88.6M (39% of AUM) Feb 2025
- Ascensus Trust Company $72.9M (32% of AUM) Feb 2025
- Charles Schwab & Co. $44.8M (16% of AUM) Feb 2026
- Nationwide Securities, Llc $22.2M (10% of AUM) Feb 2025
- T. Rowe Price Investment Services, Inc. $20.0M (12% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗