# MILESTONE INVESTMENT ADVISORS, LLC

MILESTONE INVESTMENT ADVISORS, LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 168429
- Type: SEC-registered investment adviser
- SEC file number: 801-78337
- Location: 6702 STONEFIELD ROAD, SUITE 201, MIDDLETON, WI, 53562
- Phone: 608-826-5730
- Latest filing: 2026-05-12
- Regulatory AUM: $877.6M
- Discretionary AUM: $796.4M
- Non-discretionary AUM: $81.2M
- Clients: 7
- Accounts: 1,264

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Garland Armstrong | MEMBER | — |
| Daniel Peter Kauper | MEMBER/CHEIF INFORMATION SECURITY OFFICER | — |
| Angel Chow Mcclarey | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG ROBERT GARLAND | MEMBER | — |
| KAUPER DANIEL PETER | MEMBER/CHEIF INFORMATION SECURITY OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MCCLAREY ANGEL CHOW | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168429/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168429/similar
- Related entities: https://search.stillhousedata.com/firm/168429/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168429

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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.