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The Millstone Evans Group, LLC

● SEC registered since 2020CRD 311142SEC# 801-119896Boulder, CO
Export (members)
Reg. AUM
$777.9M
Employees
13
Accounts
2,314
Location
Boulder, CO

The Millstone Evans Group, LLC assets under management

The Millstone Evans Group, LLC operates as an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2020. It reports $777.9 million in regulatory assets under management and employs 13 people.

The Millstone Evans Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Byron Keith Wilson ControlChief Compliance OfficerUnder 5%2025
Gregory Blair Evans ControlOwner25-50%2020
Michele Renee DuvallVice President Human Resources & AdministrationUnder 5%2025
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Frequently asked questions

How much does The Millstone Evans Group, LLC manage?

The Millstone Evans Group, LLC reports $777.9 million in regulatory assets under management on its Form ADV.

How many employees does The Millstone Evans Group, LLC have?

The Millstone Evans Group, LLC reports 13 employees.

Where is The Millstone Evans Group, LLC located?

The Millstone Evans Group, LLC is based in Boulder, CO and has been SEC-registered since 2020.

Does The Millstone Evans Group, LLC disclose fund performance?

The Millstone Evans Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4940 Pearl East Circle, Suite 302, Boulder, CO 80301
Phone720-728-2801
Fax866-522-9588
Office hours9:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
CIK2041943
Discloses disciplinary historyNo

Assets under management

Discretionary$766.2M
Non-discretionary$11.7M
Total (RAUM)$777.9M