# EDGAR Filing Document

**Accession Number:** 0001082960
**File Stem:** 0001082960-26-000001
**Filing Date:** 2026-4
**Character Count:** 2553
**Document Hash:** 9201ff757cad580a47458fd50fc5fd8e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001082960-26-000001.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001082960-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MILESTONE INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0001082960

**ORGANIZATION NAME:**
- **EIN:** 562125552
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-51664
- **FILM NUMBER:** 26856099

**BUSINESS ADDRESS:**
- **STREET 1:** 10700 SIKES PLACE
- **STREET 2:** SUITE 315
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28277-0729
- **BUSINESS PHONE:** 704-716-2749

**MAIL ADDRESS:**
- **STREET 1:** 10700 SIKES PLACE
- **STREET 2:** SUITE 315
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28277-0729

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MILESTONE INVESTMENTS INC                               /BD
- **DATE OF NAME CHANGE:** 19990330

### Attached PDF Documents

**Attachment 1:** `2025Public1.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001082960

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** MILESTONE INVESTMENTS, INC.

**Business Address:** 10700 SIKES PLACE, SUITE 315, CHARLOTTE, NC, 28277-0729

**Contact Person:** Fredrick W Fisher

**Contact Phone:** 7047162749

### Independent Public Accountant Identification

**Accountant Name:** Ohab and Company, PA

**Accountant Address:** 100 E Sybelia Avenue, Suite 130, Maitland, FL, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Fredrick W Fisher**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **MILESTONE INVESTMENTS, INC.**, as of **04-10-2026**, are true and correct.

**Signature:** Fredrick W Fisher

**Title:** President & CEO