# MILESTONE INVESTMENTS, INC.

MILESTONE INVESTMENTS, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 47090
- Type: SEC-registered investment adviser
- SEC file number: 801-123585
- Location: 10700 SIKES PLACE, SUITE 315, CHARLOTTE, NC, 28277-0729
- Phone: 704-716-2749
- Latest filing: 2026-02-04
- Regulatory AUM: $277.3M
- Non-discretionary AUM: $277.3M
- Clients: 2
- Accounts: 138

## Business model

- Compensation: % of AUM, Hourly, Commissions
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Fredrick William Fisher | CEO, CCO, CFO, FINOP | — |
| Richard Woodrow Jr Addis | CHIEF OPERATING OFFICER, AML OFFICER, TECHNOLOGY OFFICER | — |
| FISHER WILLIAM | CEO, CCO, CFO, FINOP | — |
| ADDIS RICHARD WOODROW JR | CHIEF OPERATING OFFICER, AML OFFICER, TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/47090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/47090/similar
- Related entities: https://search.stillhousedata.com/firm/47090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/47090

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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.