# Millstone Financial Group: new SEC registration, $104M AUM, Princeton, NJ

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Millstone Financial Group |
| Legal name | Millstone Financial Group Limited Liability Company |
| CRD | 297882 |
| Status | Approved |
| Registered with the SEC | 2026-03-20 |
| Latest Form ADV filing | 2026-06-24 |
| Location | Princeton, NJ, United States |
| Regulatory AUM | $104,431,570 |
| Accounts | 483 |
| Employees | 9 |
| Website | https://www.facebook.com/millstonefinancialgroup/ |

## Why this score
- $104M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/297882). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.