{"url":"https://nivawealth.com/firms/milestone-asset-management-310441","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310441","regulatoryAum":690673342,"crd":"310441","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4324390","suffix":"Jr","lastName":"AUSHERMAN","firstName":"MICHAEL","middleName":"DAVID"},{"crd":"3239108","suffix":null,"lastName":"BAKER","firstName":"RICHARD","middleName":"TODD"},{"crd":"6647371","suffix":null,"lastName":"Barcley","firstName":"Colin","middleName":"Charles Joseph"},{"crd":"7720770","suffix":null,"lastName":"Catania","firstName":"Austin","middleName":null},{"crd":"7870257","suffix":null,"lastName":"Cummins","firstName":"Calen","middleName":"K."},{"crd":"7489049","suffix":null,"lastName":"FOOTE","firstName":"JARED","middleName":null},{"crd":"2515869","suffix":null,"lastName":"HAYES","firstName":"THOMAS","middleName":"BRIAN"},{"crd":"7946039","suffix":null,"lastName":"Hayes","firstName":"Thomas","middleName":"Avery"},{"crd":"5942850","suffix":null,"lastName":"PERSHING","firstName":"ALAN","middleName":"LAURIN"},{"crd":"7123398","suffix":null,"lastName":"Reinheimer","firstName":"Patrick","middleName":"Thomas"},{"crd":"2167649","suffix":null,"lastName":"WEST","firstName":"WALTER","middleName":"JOHN"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-14","regulatoryAum":255369442,"clients":881,"employees":15,"offices":4},{"filedOn":"2022-03-18","regulatoryAum":398495922,"clients":961,"employees":15,"offices":4},{"filedOn":"2023-04-11","regulatoryAum":384400035,"clients":1087,"employees":7,"offices":6},{"filedOn":"2024-06-12","regulatoryAum":445758992,"clients":1082,"employees":9,"offices":5},{"filedOn":"2025-05-27","regulatoryAum":546273689,"clients":1211,"employees":11,"offices":5},{"filedOn":"2026-02-20","regulatoryAum":690673342,"clients":1359,"employees":13,"offices":6}],"secFileNumber":"801-120519","legalName":"Milestone Asset Management, LLC","displayName":"Milestone Asset Management","slug":"milestone-asset-management-310441","website":"https://legacycapitalplanners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8160 Perry Highway","city":"Pittsburgh","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"15237"},"tradeNames":["Hayes Advisory Group","Legacy Capital Partners","West Financial Group"],"registration":{"secApproved":"14 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":511298.7082405345,"staff":{"employees":13,"advisory":13,"brokerDealerReps":0,"insuranceAgents":13,"promoters":0},"aum":{"regulatory":690673342,"discretionary":690673342,"discretionaryAccounts":3229,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":335,"regulatoryAum":425194459},{"label":"High-net-worth individuals","clients":1012,"regulatoryAum":263524901},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":275946},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":1678036}],"feePrograms":[{"role":"main","program":"Asset Management Services","feeBasis":"marginal","fee_tiers":[{"to":750000,"pct":1.5,"from":0},{"to":1500000,"pct":1.25,"from":750000},{"to":3000000,"pct":1,"from":1500000},{"to":null,"pct":0.75,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010666","versionId":1010666,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-20","documentName":"ADV PART 2A","fee_rate_low":0.75,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Full financial plan: fixed fee of $500 to $4,000; 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They include 1,012 high-net-worth individuals, 335 individual clients, and 10 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Milestone Asset Management offer?","answer":"Milestone Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Milestone Asset Management charge?","answer":"Milestone Asset Management charges 0.75%–1.50% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 20 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Milestone Asset Management use?","answer":"Milestone Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $691M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Milestone Asset Management have?","answer":"Milestone Asset Management has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Milestone Asset Management invest in?","answer":"At the end of its last fiscal year, Milestone Asset Management’s separately managed accounts held 50% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Milestone Asset Management?","answer":"Milestone Asset Management’s direct owners are Walter West, Thomas Hayes, the Richard Todd Baker Living Trust, Dated January 19, 2017, the Richard Todd Baker Living, the Michael D. Ausherman, JR. Living Trust, Dated June 25, 2015 and the Michael D. Ausherman, JR., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Milestone Asset Management get paid?","answer":"Milestone Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Milestone Asset Management registered with the SEC?","answer":"Yes, Milestone Asset Management has been registered with the SEC as an investment adviser since 14 July 2021. Its CRD number is 310441 and its SEC file number is 801-120519.","source":"Form ADV Part 1A, Item 1, filed 20 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Milestone Asset Management?","answer":"Milestone Asset Management’s main office is at 8160 Perry Highway, Pittsburgh, PA 15237. Its phone number is 412-643-3058. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}