← Directory
FOURSTAR WEALTH ADVISORS, LLC
CRD 169613File 801-110467
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.