EVERSTAR ASSET MANAGEMENT, LLC

CRD 313334File 801-128838

APPROVED

Retail clients

Custody

Filing as of May 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$336.7M

Below cohort median (national)

Discretionary AUM

$333.9M

Non-discretionary $2.8M

Clients

1,121

1,132 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 6, 2023
Principal office: 108 GATEWAY BLVD., SUITE 204, MOORESVILLE, NC, 28117
Phone: 440-376-1629
Website: http://www.everstarassetmanagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $336.7M
Discretionary AUM: $333.9M
Non-discretionary AUM: $2.8M
Discretionary accounts: 1,131
Non-discretionary accounts: 1
Total accounts: 1,132
AUM per client: $300K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	352	$141.6M
Pooled investment vehicles	5	$111.7M
Individuals (other than high net worth individuals)	764	$77.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
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: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1132	1121
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.