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AMERICAN FUNDSTARS
Legal name: AMERICAN FUNDSTARS FINANCIAL GROUP LLC
CRD 315860File 801-126339
APPROVED
Retail clients
Filing as of Dec 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$332.7M
Below cohort median (national)
Discretionary AUM
$18.9M
Non-discretionary $313.8M
Clients
463
489 accounts
Employees
14
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 5, 2022
- Principal office
- 1 PARK PLAZA, SUITE 210, IRVINE, CA, 92614
- Phone
- 949-877-8838
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $332.7M
- Discretionary AUM
- $18.9M
- Non-discretionary AUM
- $313.8M
- Discretionary accounts
- 24
- Non-discretionary accounts
- 465
- Total accounts
- 489
- AUM per client
- $719K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $117.0M |
| High net worth individuals | 421 | $190.7M |
| Pooled investment vehicles | 3 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.