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FOURSTAR WEALTH ADVISORS, LLC
CRD 169613File 801-110467
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$1.42B
Clients
1,798
3,691 accounts
Employees
48
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 21, 2017
- Principal office
- 1 N. LASALLE STREET, SUITE 2225, CHICAGO, IL, 60602
- Phone
- (312) 667-1750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.42B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,691
- Non-discretionary accounts
- 0
- Total accounts
- 3,691
- AUM per client
- $790K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $6.9M |
| Charitable organizations | 4 | $8.7M |
| High net worth individuals | 287 | $968.4M |
| Pooled investment vehicles | 2 | $8.1M |
| Pension and profit sharing plans | 27 | $31.8M |
| Individuals (other than high net worth individuals) | 1,466 | $396.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 48 | decreased by2 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 1,314 | 1,798 | increased by484 |
| Apr 1, 2026 | AUM | $1,240,902,908 | $1,420,690,494 | increased by$179,787,586 |
| Apr 1, 2026 | Accounts | 3,309 | 3,691 | increased by382 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 50 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 793 | 1,314 | increased by521 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $604,467,943 | $1,240,902,908 | increased by$636,434,965 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 793 | 3,309 | increased by2,516 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Clients | 799 | 793 | decreased by6 |
| Apr 1, 2022 | AUM | $487,829,283 | $604,467,943 | increased by$116,638,660 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOURSTAR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOURSTAR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.