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Milestone Wealth Management & Insurance, LLC
Milestone Wealth Management & Insurance, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets.
Milestone Wealth Management & Insurance, LLC
Milestone Wealth Management & Insurance, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Principals
John D. Miller
Founder and President
Michael A. Smith
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Milestone Wealth Management & Insurance?
John D. Miller serves as founder and president, overseeing overall strategy. Michael A. Smith is chief investment officer, responsible for portfolio construction and alternative investment sourcing (per public record).
How does Milestone generate proprietary deal flow?
Milestone leverages its insurance and wealth advisory relationships to source direct investment opportunities in private credit and real estate. The firm's captive insurance arm sometimes provides underwriting data that informs co-investment decisions (per the firm's official communications).
Is Milestone structured as a single family office or an RIA?
Milestone is a registered investment advisor (RIA) that operates more like a multi-family office. Its integrated insurance brokerage distinguishes it from conventional wealth managers, as it can offer clients both investment management and bespoke insurance products.
Does Milestone participate in fund commitments or only direct deals?
Milestone allocates to both pooled funds and direct investments. It has been known to commit to hedge funds and private equity funds while also pursuing direct co-investments in real estate and private credit (per public record).
What investment stages does Milestone typically target?
Milestone does not disclose a specific stage focus, but its alternative investments appear concentrated in growth equity, buyout, and real estate. For credit investments, it targets direct lending and middle-market private credit.
Where does Milestone's client wealth come from?
Client wealth origins are not publicly disclosed. The firm's Houston base and client base suggest a mix of energy entrepreneurs, professionals, and multigenerational families.
Does Milestone maintain philanthropic structures, and how are they separated?
Milestone does not publicly maintain a separate philanthropic arm. Its advisory services include charitable giving planning as part of its wealth management offering.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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