# MILLSTEIN ADVISORS, LLC

MILLSTEIN ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 150992
- Type: SEC-registered investment adviser
- Phone: 281-236-9800
- Latest filing: 2026-02-09
- Regulatory AUM: $9.8M
- Discretionary AUM: $9.8M
- Clients: 1
- Accounts: 38

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150992/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150992/similar
- Related entities: https://search.stillhousedata.com/firm/150992/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150992

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.