CAPITAL DEVELOPERS, LLC
Doing business as MILESTONE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$221,477,580
Discretionary
$217,414,549
Non-discretionary
$4,063,031
Firm details
- CRD number
- 292797
- SEC file number
- 801-117021
- Main office
- GREENVILLE, NC, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://milestonewealthusa.com/
- Fee structure
-
Percentage of AUM Fixed fees Other
As of May 2026.