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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE MILLSTONE EVANS GROUP, LLC

CRD 311142

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5be862da-7770-ae71-0dab-0699aa9a917e

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Oct 29, 2020 to Jul 8, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $893MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $893M
Private client RAUM: $873MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,677
Individual clients: 420
High net worth clients: 210
Custody, client assets: $22.3M
SEC number: 801-119896
CIK: 2041943
CRD: 311142
Filings on the tape: 28
First filed: Oct 29, 2020
Latest filed: Jul 8, 2026
Organised: Limited Liability Company, CO
Website: millstoneevansgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TONI ANN NOTO	n/a	Denver, CO \| BOULDER, CO	5	38	3	no
SACHA MILLSTONE	n/a	BOULDER, CO	4	41	1	no
Madeline Marie Stutz	n/a	BOULDER, CO	2	13	n/a	no
Joseph Douglas Morris	n/a	BOULDER, CO \| Denver, CO	1	12	n/a	no
Byron Keith Wilson	n/a	BOULDER, CO	0	26	3	no
ANNA Sergeeva TODOROVA	n/a	BOULDER, CO	0	12	3	no
Sydney Leigh Tyler	n/a	BOULDER, CO	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVANS, GREGORY, BLAIR	Owner	C	yes	05/2020	Oct 29, 2020	Nov 5, 2024
MILLSTONE, SACHA	OWNER, ELECTED MANAGER	D	yes	05/2020	Oct 29, 2020	Nov 5, 2024
DUVALL, MICHELE, RENEE	CHIEF COMPLIANCE OFFICER	Na	no	12/2023	Nov 28, 2023	Nov 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$893M	$893M	8	8	2	n/a	n/a
2024	Apr 22, 2025	$778M	$766M	13	8	3	n/a	n/a
2023	Mar 28, 2024	$700M	$565M	10	4	3	n/a	n/a
2022	Jan 31, 2023	$623M	$614M	11	9	1	n/a	n/a
2021	Mar 28, 2022	$731M	$719M	12	11	1	n/a	n/a
2020	Mar 26, 2021	$651M	$643M	11	10	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	3	-1	42.9%	0	1	0	2	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$893M	$778M	14.8%	$623M	12.8%	8	13	1	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	3	Dec 31, 2020	Jan 7, 2021	BOULDER, CO	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (13)

← Sydney Leigh TylerAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← ANNA Sergeeva TODOROVAAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← Byron Keith WilsonAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← Joseph Douglas MorrisAdvisorregistration: current employment
Apr 1, 2025 to presentfactForm ADV
← Madeline Marie StutzAdvisorregistration: current employment
Nov 16, 2023 to presentfactForm ADV
← SACHA MILLSTONEAdvisorregistration: current employment
Jan 11, 2022 to presentfactForm ADV
← TONI ANN NOTOAdvisorregistration: current employment
Jan 7, 2021 to presentfactForm ADV
← RYAN ALBERT RUDOLPH KERNAdvisorregistration: previous registration
Apr 27, 2026 to Jul 8, 2026factForm ADV
← WILLIAM LEONARD KOWALSKIAdvisorregistration: previous registration
Mar 26, 2025 to Mar 12, 2026factForm ADV
← BENJAMIN D KIRBYAdvisorregistration: previous registration
Sep 15, 2025 to Feb 2, 2026factForm ADV
← Bradley Ross MichalchukAdvisorregistration: previous registration
Feb 12, 2022 to May 9, 2025factForm ADV
← RILEY JOHN THOUBBORONAdvisorregistration: previous registration
Jan 4, 2021 to Dec 15, 2023factForm ADV
← Jarrett Ian SharpAdvisorregistration: previous registration
Mar 24, 2021 to Jul 28, 2023factForm ADV

Controls (2)

← MILLSTONE, SACHAOwnerOWNER, ELECTED MANAGER, ownership code D, individual
Oct 29, 2020 to Nov 5, 2024factForm ADV
← EVANS, GREGORY, BLAIROwnerOWNER, ownership code C, individual
Oct 29, 2020 to Nov 5, 2024factForm ADV

Owns (1)

← DUVALL, MICHELE, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 28, 2023 to Nov 5, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser3 advisors, team lift out
Dec 31, 2020 to Jan 7, 2021factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 8, 2026
Advisor changed firm
Ryan Albert Rudolph Kern left The Millstone Evans Group, Llc for Florida Financial Advisors, Llc (registered 2026-07-14)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2026
Advisor changed firm
William Leonard Kowalski left The Millstone Evans Group, Llc for Brightward Financial Llc (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Benjamin D Kirby left The Millstone Evans Group, Llc for Brightward Financial Llc (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
May 9, 2025
Advisor changed firm
Bradley Ross Michalchuk left The Millstone Evans Group, Llc for Wells Fargo Advisors (registered 2025-04-25)
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
Advisor changed firm
Riley John Thoubboron left The Millstone Evans Group, Llc for Fpfoco (registered 2023-12-19)
Form ADVobserved 5 days ago
Occurred
Nov 28, 2023
Control person left
John Riley Thoubboron (Chief Compliance Officer) no longer on Schedule A of The Millstone Evans Group, Llc (listed 2023-07-28, absent 2023-11-28)
Form ADVobserved 5 days ago
Occurred
Jul 28, 2023
Advisor changed firm
Jarrett Ian Sharp left The Millstone Evans Group, Llc for Sharper Image Financial Services, Llc (registered 2024-02-25)
Form ADVobserved 5 days ago
Occurred
Oct 29, 2020
First Form ADV filing
The Millstone Evans Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 26, 2021
The Millstone Evans Group, Llc reported 10 state-registered advisory representatives, up from 0 (2021-01-28 to 2021-03-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5be862da-7770-ae71-0dab-0699aa9a917e
First observed: Oct 29, 2020
Last observed: Jul 8, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE MILLSTONE EVANS GROUP, LLC

CRD 311142

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5be862da-7770-ae71-0dab-0699aa9a917e

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TONI ANN NOTO

n/a

Denver, CO | BOULDER, CO

SACHA MILLSTONE

n/a

BOULDER, CO

Madeline Marie Stutz

n/a

BOULDER, CO

n/a

Joseph Douglas Morris

n/a

BOULDER, CO | Denver, CO

n/a

Byron Keith Wilson

n/a

BOULDER, CO

ANNA Sergeeva TODOROVA

n/a

BOULDER, CO

Sydney Leigh Tyler

n/a

BOULDER, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVANS, GREGORY, BLAIR

Owner

yes

05/2020

Oct 29, 2020

Nov 5, 2024

MILLSTONE, SACHA

OWNER, ELECTED MANAGER

yes

05/2020

Oct 29, 2020

Nov 5, 2024

DUVALL, MICHELE, RENEE

CHIEF COMPLIANCE OFFICER

12/2023

Nov 28, 2023

Nov 5, 2024

City

State

Country

Employees

Also broker-dealer

Denver

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$893M

n/a

2024

Apr 22, 2025

$778M

$766M

n/a

2023

Mar 28, 2024

$700M

$565M

n/a

2022

Jan 31, 2023

$623M

$614M

n/a

2021

Mar 28, 2022

$731M

$719M

n/a

2020

Mar 26, 2021

$651M

$643M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

42.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$893M

$778M

14.8%

$623M

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Dec 31, 2020

Jan 7, 2021

BOULDER, CO

Team lift out

Ibd to new firm

0.1%